Weplacedyou · 1 day ago
Fully Remote Account Coordinator
United States
Full-time
Remote
New Grad, Entry LevelWeplacedyou is a company offering flexible work-from-home opportunities, and they are seeking an Account Coordinator to develop relationships with clients and guide them through the insurance application process. The role involves responding to inquiries, hosting online meetings, and maintaining client records while staying updated on industry trends.
Human Resources
Hiring Manager
Sumit Singh
Responsibilities
Develop strong relationships with clients and prospective customers
Respond to inbound inquiries and make outbound calls to schedule virtual consultations
Guide clients through the application process with professionalism and clarity
Host online meetings to assess client needs and recommend tailored insurance options
Present life and health insurance plans based on client objectives and budgets
Maintain accurate records and update client information in CRM systems
Stay current on insurance products, industry trends, and compliance requirements
Collaborate with internal teams to deliver a smooth client experience
Qualification
Required
Strong communication skills (both written and verbal)
Self-motivated, organized, and able to work independently
Comfortable using CRM platforms, spreadsheets, and virtual meeting tools
Must have a valid driver's license and reliable transportation
Must be able to pass a background check
Benefits
Access to healthcare exchange plans (medical, dental, and vision)
Life insurance coverage
Performance bonuses and incentive trips for top performers
Comprehensive mentorship and ongoing training
A collaborative, team-focused remote work environment
Company
Weplacedyou
Weplacedyou has established itself as a well-known name in the HR field by providing a wide range of recruitment and selection across diverse companies.
Founded in 2020
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase