Policy Specialist - Dialer
$31,200,000–$31,200,000 year
HybridNashville, Tennessee, United States
Job Summary
Create and schedule daily call lists using Excel reports, then make approximately 150 outbound calls via an automatic dialing system to guide clients through insurance activation. Troubleshoot policy delivery and activation issues while auditing carrier websites for incomplete or pending files. Communicate with clients, insurance companies, and the team to resolve complaints and ensure successful policy acceptance. Provide customer service with empathy, education, and clear expectation-setting. Assist with CSR report follow-up via phone and email to carriers and clients. This role involves working from home on a hybrid schedule with all leads provided; no cold-calling or prospecting is required.
Required Qualifications
- High School Diploma or equivalent
- typing speed of at least 40 WPM
- critical thinking with excellent analytical skills
- inbound/outbound call center and customer service experience in roles requiring the use of persuasion
- experience with Microsoft Office (particularly Excel)
- 1 year of experience in the insurance industry
- 3 years of customer service experience in an office setting
- demonstrated experience working in a fast-paced, team-oriented and deadline-oriented environment
- reliable, adaptable, and compassionate
- the ability to work from home
Desired Qualifications
- sales experience in insurance or financial services
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