About this role
Berlin Agency is seeking motivated, dependable individuals to join our team as Client Benefits Specialists. This role focuses on helping individuals and families understand options designed to protect their health, income, families, and homes.
What You’ll Do
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Connect with prospective and existing clients
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Identify clients’ protection needs and financial priorities
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Educate clients about life insurance, health-related benefits, and mortgage protection options
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Explain available coverage and help clients select appropriate solutions
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Complete applications and maintain accurate client records
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Follow up with clients and provide ongoing service
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Participate in training and professional development
Requirements
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What We’re Looking For
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Strong communication and people skills
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Professional, dependable, and self-motivated
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Comfortable speaking with clients by phone and/or video
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Ability to learn new products and systems
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Customer service or sales experience is helpful but not required
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Must be willing and eligible to obtain the appropriate state insurance license if not already licensed
Benefits
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What We Offer
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Remote work opportunity
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Flexible scheduling
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Training and ongoing support
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Opportunities for professional growth
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Performance-based compensation
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Access to multiple insurance and protection solutions to help meet clients’ needs
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About Berlin Agency
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Berlin Agency works with individuals and families to help them understand insurance and protection options, including life insurance and mortgage protection. Our goal is to provide clients with clear information so they can make informed decisions about protecting the people and things that matter most to them.