Job Description

Professional. Efficient. Patient. Positive Attitude. Good Time-Management Skills.
All these terms make up our Remote Licensed Life & Health Insurance Agent. This position is responsible for handling cancellations and moderate to complex inquiries, addressing various types of policies. The incumbent will take calls from internal or external customers in an efficient, professional, and accurate manner and resolve service concerns while documenting customer requests and completing changes to policies. Service to customers may include inbound/outbound calls, incoming correspondence, other communications sources, and call transfers for service transactions.
This job offers you:

• Business hours: Monday through Friday, 9:00am-8:00pm EST (8-hour shift within this timeframe)
• Competitive wage - $19.23
• Remote/Full-Time/Temp to Perm Opportunity

• MyPath, a college tuition program that offers a free education up to a BS Degree
• Skill certification courses specific to Call Center, Accounting and Team Lead roles.
• Recognition Programs - a time to celebrate YOU and your accomplishments.
• Weekly paychecks.
• Health, dental, life insurance benefits as well as stock options.

• Bring your high school diploma or GED equivalent. Have 2-3 years of professional call center experience preferred.
• 1-3 years Life & Health sales experience preferred.
• Require a Life & Health license, based on business unit requirements.
• Licensed in 18% of the states we do business in. (excluding VT, HI, NY, NH).

• Life & Health Insurance background is preferred.
• Excellent level of communication skills (both written and verbal).
• Exceptional computer skills, including typing proficiency, multi-tasking between online applications, working knowledge of Microsoft© products (Outlook, Excel, Folders).
• Flexible and adaptable to business requirements for changes needed to service the customer.
• Collaborate with peers and management on special projects and committees.
• Apply good use of time management skills.
• Able to prioritize and multi-task.
• Comfortable making cold calls as a welcome to the company and requesting information.

• Assist with customer product retention.
• Able to review coverages and save policies due to required licensing.
• Resolve routine, complex, and unique questions/issues.
• Ensure facilitation of first call resolution and customer satisfaction on all transactions handled.
• Employ probing questions and actively listens to customer issues or questions, showing interest and compassion and displaying empathy for the caller’s situation.
• Demonstrate accuracy in processing changes to customer policies based on the information provided and identifies opportunities for cross sales (if applicable).
• Possess working knowledge of insurance policies and related processes and procedures.
• Be able to handle any requests regarding customer documentation (to include all documents sent out by our company) and be able to clearly explain them, including any follow-ups required on our customer’s part and updates as warranted.
• Remain current on new marketing campaigns to respond appropriately to marketing-related inquiries using all available resource tools.
• Input and track into the appropriate databases.

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