5 client support representative jobs at 3 companies in Richmond, VA
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Client Support & Benefits Representative
Richmond, Virginia, United States
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, basic computer/CRM skills, ability to work independently and manage time effectively.
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
0+ YOEEntry-level client service role requiring strong customer service, multi-line phone proficiency, and basic computer skills in a high-volume veterinary hospital.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service or financial experience preferred; ability to engage clients, identify leads, and support front-lobby transactions. Will train for and support obtaining Series 7 and Series 66; degree or certifications helpful.
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
B2B sales and territory management experience preferred; willingness to obtain Health & Life insurance license (support provided); strong communication, mentorship, and training skills; ability to conduct face-to-face client meetings.
The Edelson Agency: Provides life insurance and debt elimination financial strategies.
Performance-based sales role with no cold calling; responsibilities include scheduling appointments, helping clients apply for coverage, seeing applications through approval; training and daily support provided.