About the roleYou’ll be a trusted first point of contact for members seeking guidance on their benefits. If you’re motivated by service, accuracy, and helping people make confident decisions, this role offers real impact plus room to grow.What You’ll DoSupport policyholders virtually: Answer questions about coverage, premiums, claims, and policy features.Handle service updates: Process beneficiary changes, address updates, payment methods, and other routine requests in our CRM.Coordinate appointments: Schedule Zoom consultations and follow-ups with licensed agents; confirm attendance and send reminders.Document accurately: Maintain clear, up-to-date digital records and case notes; follow compliance and privacy standards.Communicate with care: Engage clients by phone, email, and Zoom with empathy, clarity, and professionalism.What You BringExcellent communicator with strong listening and problem-solving skills.Tech-comfortable: Able to navigate CRMs, email, calendars, and video platforms.Reliable & organized: Strong attention to detail and time management in a remote setting.Team-minded self-starter who thrives in a fast-paced, client-focused environment.Experience in customer service, insurance, or admin support is a plus (not required).What We Offer100% Remote: Work from anywhere with a reliable internet connection.Paid training & mentorship: We’ll equip you with the tools and playbooks to succeed.Clear advancement path: Opportunities to grow into senior and leadership roles.Supportive culture: Collaborative team, responsive leadership, and ongoing development.Warm leads only: No cold calling or door-to-door work.

Regional Sales Executive - Remote

Emma

Responsibilities

Skills wanted:

Language(s) required:

About Spade Recruiting:

mission:

spaderecruiting.com

Admin access needed