You’re not selling; you’re guiding, supporting, and elevating the client journey.
Make welcome & follow-up calls
Review coverage details & next steps
Ensure understanding of deadlines
Maintain same-day follow-up standards
Track renewal dates & deadlines
Prevent coverage lapses proactively
Monitor client satisfaction
Support Open Enrollment periods
Build warm, professional relationships
Prevent avoidable lapses or confusion
Identify opportunities for better coverage
Follow retention workflows consistently
Respond promptly to client needs
Maintain organized records
Strong interpersonal & communication skills
Empathy paired with clarity and firmness
Organized, dependable, and detail-oriented
Manage multiple priorities simultaneously
Professional phone & written communication
Tech-comfortable (CRM, email, systems)
Customer service or relationship management
Healthcare, insurance, or financial services
Call center or client communication
ACA or Marketplace knowledge
Exposure to CRM platforms
This role is designed to grow with you. Potential career advancements include:
Learn client journey maps, communication standards, CRM processes, and retention workflows.
Begin leading client follow-ups, renewals, and support calls independently.
Operate confidently, manage your own client book, and maintain exceptional consistency.