Life Insurance Outbound Specialist

Job Summary

A company is looking for an Outbound Specialist (Remote).

Key Responsibilities

• Conduct outbound calls to welcome new businesses, verify policy accuracy, and provide additional information
• Utilize CRM to collect first premiums from recently approved customers and make outbound calls to warm up leads for the Sales Team
• Assist with policy service correspondence, complete necessary paperwork, and execute special projects involving outbound calls

Required Qualifications

• High School diploma or equivalent
• 1+ years of customer service experience or experience in a professional customer service-related environment
• Preferred: Licensed in Life, Accident, and Health Insurance
• Preferred: 1+ years of office experience; telecommunications experience is a plus
• Desirable: Knowledge of life and health insurance operations