This role is focused on client communication, needs assessment, enrollment support, and ongoing service. You’ll meet with clients virtually, explain available options, answer questions, and guide them through the enrollment process from start to finish.
What This Role Looks Like
Rather than working from a traditional office, you’ll manage your appointments and client conversations remotely.
You’ll be responsible for creating a professional experience for each client while helping them understand their options and complete the necessary steps to enroll.
Core Responsibilities
Conduct virtual appointments with prospective clients
Review client needs, priorities, and current coverage
Explain available benefit programs in a clear and easy-to-understand way
Help clients compare options and make informed decisions
Complete enrollment paperwork and digital applications
Answer questions regarding coverage and enrollment
Follow up with clients when additional information is required
Maintain accurate client records and documentation
Provide ongoing support after enrollment
Participate in regular training and team development
What Makes Someone Successful Here
We’re looking for individuals who are comfortable working with people and taking ownership of their results.
Strong candidates typically have:
Clear verbal and written communication skills
Confidence speaking with clients one-on-one
Strong listening and problem-solving abilities
Good organization and time management
A professional and dependable work style
The ability to work independently from home
A willingness to learn and take coaching
A goal-oriented mindset
Previous experience in customer service sales hospitality retail recruiting call centres client support can be helpful, but is not required.
Training Support Development
New team members receive structured training designed to help them understand the enrollment process, client communication, systems, and day-to-day responsibilities.
You’ll also have access to:
Remote Training Ongoing Coaching Team Support Professional Development Leadership Opportunities
What We Offer
Work From Home Weekly Compensation Performance Incentives Flexible Environment Ongoing Training Advancement Opportunities Leadership Development
About One Agency
One Agency works with individuals and families to help simplify the process of reviewing and enrolling in benefit programs.
Our team is built around strong communication, professional service, and long-term client relationships. We’re continuing to expand our remote operations and are looking for motivated individuals who want to develop their skills and grow with the organization.
Ready to Get Started?
If you enjoy working with people, communicating clearly, and helping clients make important decisions, we encourage you to apply.
Benefits Enrollment Agent - Work From Home in San Diego at One Agency
- Other openings
- 3
- Hiring in
- 3 locations
One Agency currently has 3 other roles open on LocalWork across 3 locations. If this particular role is not the right fit, their other openings may be.
This position is listed as full time and able to be worked remotely. It was posted yesterday.