Note: The job is a remote job and is open to candidates in USA. Fine Agency is an insurance brokerage seeking a Customer Support Specialist to help clients understand coverage options and make informed financial decisions. The role involves virtual client consultations, presenting insurance products, managing follow-up and client records, and maintaining licensing and compliance standards.

Responsibilities

• Speak with clients who have requested information about coverage options
• Conduct virtual consultations via phone and Zoom
• Present product information clearly and professionally
• Manage client communication and follow-up
• Maintain organized client records within CRM systems
• Participate in training and team development meetings
• Maintain licensing and compliance standards

Skills

• Experience in sales or customer service
• Strong interpersonal and communication skills
• Comfortable with virtual meetings and CRM systems
• Organized and able to manage multiple client interactions
• Willingness to obtain a Life & Health license

Benefits

• Flexible work environment
• Training and support from experienced leaders
• Incentive programs tied to performance
• Opportunities for career development

Company Overview