• Identify and assess customers’ needs • Provide accurate, valid and complete information by using the right methods and tools • Communicate promptly, professionally and effectively with customers, utilizing all communication methods – including email, phone and chat • Accurately update customer records and feedback in CRM systems • Enhance customer experience by gathering customer feedback and share with the Product teams • Stay informed on product updates, promotions and regulatory requirement

• Ensure a seamless participant experience by handling administrative tasks with precision • Manage program communications across email, Slack, and HubSpot • Assist participants with navigation and troubleshooting in Zoom and other platforms • Develop and maintain participant support resources • Moderate Zoom meetings and live support groups • Track attendance and registration using HubSpot and LMS • Conduct sound, video, and connection tests for facilitators

• Provide live, concierge-style support to customers via phone, chat, and other real-time channels • Guide customers through Aven’s products, processes, and next steps • Accurately document customer interactions and outcomes • Identify recurring customer questions or friction points • Conduct outbound calls to new leads

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Our representatives meet virtually with clients who have signed up to receive supplemental benefits that help protect their families beyond what their employer covers. Their role is to consult with the family, explain the available options, and assist them in selecting the best plan to meet their family's needs. Successful reps are great communicators who are ambitious, motivated, and organized. They think like entrepreneurs and are committed team players. Requirements - Reach out to individuals who have requested more information on the benefits we offer - Schedule Zoom meetings with these members - Customize new benefit plans and adjust existing plans to fit the current needs of each client - Establish and maintain relationships with existing and new clients - Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments - Provide attentive customer service and any necessary administrative support in response to members' needs - Respond to and resolve client questions and concerns regarding their benefits - Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule Benefits - Medical (BlueCross BlueShield) - Dental, Vision, and Hearing insurance - Company stock options offered - Retirement benefits from renewal income - Comprehensive paid training program - Monthly performance-based bonuses - Weekly pay with a competitive commission structure, on average, $52,000 to $58,000 annually - Flexible work schedule with the ability to work from home (Our offices are open if you work more efficiently in an office setting)