Job Details

Inside Sales Representative
On-Site Role
Compensation: $23 – $23.5 per hour

ABOUT THE ROLE

Our client is seeking a full-time Inside Sales Representative within the financial services sector. This office-based role is responsible for managing both inbound and outbound customer service and sales calls, providing informed recommendations on life insurance and annuity products, and handling a variety of service transactions. The Inside Sales Representative will answer questions related to existing contracts and products, make appropriate product recommendations, and make a defined range of decisions while escalating to leadership when necessary. The position also involves preparing insurance illustrations, processing new business applications, resolving client inquiries, supporting licensing and appointment processes, and ensuring compliance with all company policies and standards. The role requires strong communication and computer skills, the ability to work independently while following documented procedures, and may involve extended hours during peak periods. No travel is required.

WHAT YOU'LL DO

• Utilize professional licensure, training, and experience to provide advice and make informed life insurance and/or annuity recommendations for new and existing customers based on client needs.
• Prepare illustrations associated with approved life insurance applications using accurate data entry that matches the approved application.
• Deliver professional and courteous service, making independent decisions regarding client requests and resolving concerns, with the ability to escalate situations to management as necessary.
• Review, research, and analyze necessary policy data to resolve client inquiries or concerns via telephone, written correspondence, email, or online chat.
• Conduct follow-up calls to provide additional information and/or assist with application completion as needed.
• Answer inbound calls from current customers regarding policy status information and provide instructions to initiate a change or transaction, including caller verification and delivering documented information.
• Conduct outbound calls to existing customers for non-sales purposes, including verifying/confirming information, obtaining instructions regarding in-house service requests, and premium due reminders.
• Process service transactions using prescribed administrative or peripheral systems, including address changes, ownership changes, and disbursement requests, following documented procedures and escalating errors to management.
• Process new business applications in accordance with business process rules and state-specific requirements; identify not-in-good-order applications and take appropriate remediation steps; authorize issuance of in-good-order applications.
• Index documents in imaging workflow systems to accurately identify document types, including policy numbers, customer names, source of business, form types, and other key identifiers.
• Complete business processes to support licensing and appointment of producers, including data entry, quality checks, training checks, and license verification.
• Perform other duties as assigned and comply with all company policies and standards.

WHAT YOU BRING

• High School Diploma or GED (required); Bachelor's Degree (preferred).
• Life and Health Insurance License in home state (must be obtained within 45 days of hire).
• Excellent verbal communication skills and the ability to exchange accurate information with customers and associates.
• Strong keyboarding skills with attention to detail and high accuracy.
• Ability to follow documented procedures and execute transactions with a high degree of independence.
• Ability to identify and escalate issues when procedures fail or produce unexpected results.
• Proficiency in Microsoft Outlook, Word, Excel, and Access.
• Demonstrated flexibility and adaptability to changing business needs.
• Ability to consistently work scheduled shifts as assigned, including extended hours during peak workloads or special projects.
• Ability to remain in a stationary position for extended periods while working at a desk or computer.
• Visual acuity to read and interpret a variety of correspondence, procedures, reports, and forms via paper and electronic documents.
• Ability to prepare written correspondence, reports, and forms using prescribed formats and proper grammar, punctuation, and style.
• Ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
• Substantial movement of wrists, hands, and fingers for continuous computer work.

WHAT'S IN IT FOR YOU

• Competitive hourly compensation.
• Office-based, stable work environment with no travel required.
• Opportunity to develop expertise in financial services and insurance products.
• Potential for extended hours during peak periods, offering additional earning opportunities.
• Supportive team environment and comprehensive training.