Call Center Agent

A bit about us:

We are looking for qualified Life Insurance Call Center Agent's to assist current and prospective policyholders by providing information about life insurance products, processing policy changes, answering questions, and resolving customer concerns. This position will deliver exceptional customer service while ensuring compliance with company policies and insurance regulations.

Why join us?

401(k) matching
Health insurance
Paid time off
Bonus opportunities
Great Culture
Work Life Balance

Job Details

Key Responsibilities

Answer inbound and make outbound calls regarding life insurance policies and services.
Educate customers on life insurance products, coverage options, premiums, and policy benefits.
Assist clients with policy applications, renewals, updates, cancellations, and beneficiary changes.
Verify customer information and maintain accurate records in the company's CRM system.
Resolve customer inquiries, complaints, and billing issues in a professional and timely manner.
Process payments and explain payment options when necessary.
Follow insurance regulations, company procedures, and privacy guidelines.
Meet established performance metrics, including call quality, productivity, customer satisfaction, and attendance.
Escalate complex issues to supervisors or specialized departments when appropriate.
Stay current on company products, underwriting guidelines, and regulatory changes.

Qualifications

High school diploma or equivalent; associate's or bachelor's degree preferred.
Previous customer service or call center experience preferred.
Experience in the insurance or financial services industry is an asset.
Excellent verbal and written communication skills.
Strong problem-solving and active listening abilities.
Proficiency with computers, CRM software, and Microsoft Office.
Ability to multitask in a fast-paced environment.
Professional, empathetic, and customer-focused attitude.

Preferred Skills

Knowledge of life insurance terminology and products.
Ability to explain complex information in simple terms.
Strong attention to detail and organizational skills.
Sales or cross-selling experience is a plus.

Work Environment

Office-based or remote call center environment.
May require evening, weekend, or holiday shifts depending on business needs.
Performance is measured by quality assurance scores, customer satisfaction, call handling time, and productivity.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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