Key skills
CommunicationSales
About this role
Role Overview
- Support new clients by handling inbound calls about Health & Dental, Travel, and Life Insurance
- Connect with customers who have already expressed interest through outbound calls
- Assist clients through online chat and digital channels
- Learn to understand client needs and recommend the right insurance solutions
- Record client details and needs accurately using our online systems
- Work toward monthly, quarterly, and annual sales and quality goals
- Build strong customer relationships and develop your personal sales pipeline
- Support marketing and sponsor campaigns
- Share customer insights to help improve our products and processes
Requirements
- Strong communication skills—both written and verbal—with excellent active listening skills
- A positive, team‑oriented attitude and a genuine focus on customer experience
- Motivation to meet sales targets and build a career
- Comfort working in both open office environments and from home
- A natural ability to connect with people, understand their needs, and guide conversations
- Attention to detail when gathering information, analyzing needs, and offering solutions
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short
- and long-term disability coverage
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Flexible working hours
- Retirement savings plans including pension and share ownership plan with matching contributions
- Financial education and counseling resources
- Paid time off including holidays, vacation, personal, and sick days