Remote Client Benefits Advisor
using Zoom Walk individuals and families through available programs Answer questions and guide clients through...
using Zoom Walk individuals and families through available programs Answer questions and guide clients through...
of a team. + Ability to operate a tablet, email, Zoom, Excel, and other basic technology tools. + Strong vision and hand...
Responsibilities Conduct scheduled virtual consultations with clients via Zoom Help individuals and families understand...
preferred;30-minute Zoom interviews available if needed Powered by JazzHR...
Communicating on a regular basis with the client as to the status of their projects Communicating via phone, email, zoom...
, including Word, Excel, Outlook, and Planner, as well as Adobe Acrobat, Zoom, DocuSign, and other internet-based or agency...
consultations with families through Zoom Explain available life, accident, and supplemental benefit options Guide clients...
with Microsoft programs including Word and Excel;Knowledge of video conferencing platforms such as Zoom;Ability to work...
consultations through Zoom Explain supplemental benefit options clearly, respectfully, and professionally Guide clients through...
worldwide Key Responsibilities Connect with clients via phone and Zoom Schedule and conduct benefit overview appointments...