What You’ll Do Connect with clients via Zoom, phone, or email Present products and services to help families make informed..., reliable, and self-motivated Comfortable using Zoom, email, and basic computer tools Eager to build a long-term career...
virtual consultations with clients via Zoom Explain benefit options clearly and assist clients through the enrollment... Confident using digital tools and virtual meeting platforms such as Zoom Experience in customer service or client-facing roles...
consultations with clients through Zoom Help individuals and families understand available benefit options Guide clients through...
Conduct scheduled virtual consultations with clients via Zoom Help individuals and families understand available benefit...
, advising, and relationship management. What You’ll Be Doing Meet with clients virtually using Zoom Walk individuals...
Suite, Zoom, etc.) for collaboration, or willingness and dedication to learn. True interest in bringing your expertise...
benefits. Schedule engaging Zoom meetings to discuss their needs. Customize new and existing benefit plans to meet client...
members and credit union clients through Zoom Understand client needs and explain available supplemental benefit options...
with team members through Zoom and/or Microsoft Teams. While performing the duties of this job, the employee is often...
Responsibilities Conduct scheduled virtual consultations with individuals and families via Zoom Help clients understand...