Call Center Associate

We're an insurance agency that provides comprehensive financial and health planning services to help clients achieve their financial objectives.

We are looking for a friendly and hard-working Call Center Associate to join our growing team. You will be responsible for answering all incoming calls and emails, handling customer questions and complaints, and transferring potential leads to our sales team. Candidates should have an outgoing and positive demeanor, a positive work ethic, and a track record of working well with others in a team environment. We prefer applicants who have some customer service experience, but we are willing to train the right person.

Responsibilities:

Respond to incoming calls and messages in a timely manner throughout the shift Identify customer questions, complaints, concerns, and overall needs Provide sufficient answers and solutions to all customer queries Handle customer complaints respectfully and professionally Redirect customers to appropriate departments and teams when appropriate Generate leads for the sales team by screening callers and identifying potential sales opportunities Meet or exceed call quotas and sales assist quotas, both personally and as a team unit Follow all communication procedures, policies, and guidelines during every customer interaction

High school diploma or equivalent (GED) Customer service experience preferred Familiarity with CRM systems is a plus Excellent communication and time management skills Ability to multitask Outgoing and friendly personality

All your information will be kept confidential according to EEO guidelines.