Customer Service Associate
The Dorne Region
Georgia, United States0–2 yrs58m agovia LinkedIn
Customer Service Associate
About the Role
This is a full-time remote role.
Key Responsibilities
- Review your appointment queue and confirm upcoming client calls before each block of the day
- Walk clients through available coverage, answer questions, and document their selections accurately
- Follow up with clients who need additional information or have not yet completed their enrollment
- Update records after each interaction so the team has current notes on every account
- Flag complex situations for senior team members and track handoff status
Requirements & Tech Stack
- Organized
- Comfortable on the phone
- Good at keeping track of details
Qualifications
- No insurance background is required.
- You will learn the products, systems, and conversation flow through a structured training program.