Job Summary

• As an Inside Sales Assistant, you will play a key role in our Business Development team by connecting with insurance agents, promoting our product and services, and ensuring a smooth sales process. You will handle outbound and inbound calls, provide excellent service to agents, and compile daily reports to support strategic decision-making. This role requires strong communication skills, adaptability, and attention to detail.

Key Responsibilities:

• Make outbound and inbound calls to potential and existing insurance agents to promote our insurance products and services.
• Target Metrics: Meet daily call quotas and focus on securing a specific number of appointments. Your success will be measured by the number of participants who attend our training sessions as a result of your efforts.
• Manage Personal Targets: Effectively organize and manage your daily, weekly, and monthly schedule to achieve individual targets, seeking regular feedback from your supervisor to improve performance and efficiency.
• Gather and record insurance agent feedback from phone calls and prepare detailed daily reports.
• Provide excellent customer service to address inquiries, resolve issues, and ensure agent satisfaction.
• Maintain accurate records and documentation of all interactions with insurance agents.
• Collaborate with the Business Development Managers to achieve company objectives.
• Adapt to changing priorities and tasks as needed to support team goals.

Requirements for the role:

• Bachelor’s Degree in a relevant field.
• 1 to 2 years of experience in a sales, customer service, or call center role. A background in the insurance industry is desirable.
• Excellent verbal and written communication skills. Strong phone etiquette is essential.
• Proficient in typing and basic computer applications.
• Ability to adapt to different tasks and a dynamic work environment.
• Customer Service Orientation: A strong focus on understanding and meeting agent needs.
• Attention to Detail: Ability to prepare accurate and insightful reports based on agent interactions.
• Previous experience in a call center environment would be a plus.
• Familiarity with insurance products and terminology.