Sales Lead Generator

Customer Connect Specialist

Come join our dynamic team! At The Family Security Plan, our focus is on the employee and their growth. From your first day with us, you'll be joining a company that values everyone's opinion, rewards and recognizes exemplary work, and prioritizes diversity, equity, and inclusion. You will be part of a culture that cares about you and also loves to have fun! We make a difference in people's lives every day. What's in it for you? $17.00 hourly base, onboarding incentive up to $1000, and monthly incentive where you can earn up to $500! An extensive total rewards package - 401K and matching, medical, dental, and vision insurance, extensive PTO, as well as a volunteer day (VTO) annually to give back to the community!

What experience/skills contribute to a successful Customer Connect Specialist?

• Previous experience in a Call Center environment - preferred
• High School diploma or equivalent - required
• Strong organizational skills
• Excellent verbal and written communication skills
• Sense of urgency
• Prior customer service experience preferred
• Excellent customer service, interpersonal, computer, telephone and email skills
• Ability to multi-task various campaigns
• Ability to be adaptable and flexible
• Skilled in working in a high-pressure team-environment
• Database experience preferred
• Ability to train on CRM system
• Exhibit interpersonal savvy with customers
• Ability to navigate computer and phone system efficiently and effectively while simultaneously addressing the needs and concerns of the member
• Self-motivated and driven for results

What to expect in this role:

The Customer Connect Specialist is a lead generating position for various sales channels. This position involves contacting active and non-active credit union members for review and/or updates of their insurance policies. This position requires extensive research on existing member lists and proper documentation. Make 170+ outbound calls a day to members and meet daily benchmark of 15+ transferred calls per day. Interpret and research information in database. Receive inbound calls professionally and triage to appropriate sales channels. If you are self-motivated and care about people, apply now!