Keystone Advisors
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Providing administrative support and customer service, scheduling appointments, and assisting with document processing.
Processing licensing paperwork, providing agent support, recruiting agents, building relationships, and excellent phone communication skills.
The Benefit Navigator role at Keystone Advisors involves providing customer service and sales support for health insurance products. The role requires answering phone calls and emails from members, assisting with quotes and enrollment, and providing accurate advice and solutions. A high school diploma or equivalent is required, and acquiring Health & Life license is necessary within 90 days of hire.