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Client Services Representative (Remote)

  • Company: Aogarcia Agency
  • Location: Rutland, Vermont
  • Salary: Pay not listed
  • Work type: Remote
  • Full Time
  • Company site
  • Map
  • Pay not listed
  • Remote

Aogarcia Agency — company details are preparing and update automatically in a few seconds (or refresh).

Client Services Representative (Remote) at Aogarciaagency in Rutland, Vermont (Full Time, Remote)

About This Position

Aogarciaagency is seeking a passionate and motivated individual to join our team as a Client Services Representative. The role offers the flexibility of working from home with a flexible schedule, allowing you to balance personal and professional life seamlessly while advancing your career. Key responsibilities include conducting virtual consultations with clients, assessing their needs, imparting knowledge on solutions, and cultivating lasting client relationships through consistent check-ins.

Core Duties

  • Conducting virtual consultations with clients
  • Evaluating clients' needs and providing relevant solutions
  • Cultivating long-term client relationships through regular follow-ups
  • Completing administrative tasks such as note-taking, appointment setting, etc.

Requirements

  • Passionate about financial services
  • Competitive and motivated
  • Dependable and hardworking
  • Adaptable and flexible
  • Trainable with a willingness to learn new skills

About Aogarciaagency

Aogarciaagency is dedicated to securing families' financial well-being. We offer no cold calling, a qualified lead program, weekly pay, mentorship and complete training, access to industry-leading tools and technology, and the flexibility of working from home with web conference-based presentations.

Ready to Apply?

If you are a hard-working, motivated team player, this may be an opportunity for you! All interviews will be conducted via Zoom video conferencing. Global Elite Empire Consultants is a third-party recruiter and not an insurance agency.

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Listing facts

  • Role Client Services Representative (Remote)
  • Employer Aogarcia Agency
  • Location Rutland, Vermont · Remote-friendly
  • Type Full Time
  • Pay (from listing) Pay not listed
  • Posted August 9, 2026
  • Apply by September 8, 2026
  • Country United States
  • Overview Full job description on this page (240 words)

Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.

Typical work in Client Services Representative

Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.

  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
  • Check to ensure that appropriate changes were made to resolve customers' problems.
  • Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
  • Determine charges for services requested, collect deposits or payments, or arrange for billing.
  • Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.

Source: O*NET

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Employer website

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Occupation family: Client Services Representative

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Client Services Representative (Remote) Aogarcia Agency · Rutland, Vermont