Virtual Support Specialist - Remote

Overview

We are seeking a detail-oriented and highly organized Support Specialist to manage and oversee accounts regarding our client's estate management. The ideal candidate will have extensive service experience and some knowledge of life insurance, legal considerations, and estate planning. This role is critical to ensuring that estates are effectively managed, and assets are maximized for our client's families.

In Short

• Serve as the primary point of contact for clients, addressing their needs.
• Stay up-to-date on life insurance products and recommend options.
• Analyze clients' financial goals and offer customized solutions.
• Maintain regular contact with clients to ensure satisfaction.
• Prepare and manage all documentation related to estate transactions.
• Ensure compliance with legal and regulatory standards.
• Assist clients with the claims process when necessary.

Requirements

• High school diploma or equivalent; bachelor's degree preferred.
• Ability to work independently and manage your schedule.
• Strong organizational skills and attention to detail.
• Ability to build rapport with clients.
• Comfortable in a target-driven environment.
• Excellent communication and problem-solving skills.
• Ability to manage multiple tasks in a fast-paced environment.

Benefits

• Health insurance reimbursement.
• Residual income account.
• Flexible schedule.
• Ongoing training and professional development opportunities.
• Performance-based incentives and bonuses.