Insurance Sales Support Assistant

This is a remote position.

The ideal candidate is friendly, organized, comfortable making outbound calls, and enjoys building relationships while providing outstanding customer service.

Key Responsibilities

• Contact prospective clients who have previously requested quotes.
  
• Reach out to former clients to earn back their business.
  
• Contact existing customers who have only Home or only Auto insurance and offer bundled insurance quotes.
  
• Explain the benefits of comparing insurance options with our agency.
  
• Gather all information necessary to prepare accurate insurance quotes, including:
  
• Personal information
  
• Driver information
  
• Vehicle information
  
• Property details
  
• Current insurance information
  
• Coverage preferences
  
• Enter and maintain accurate customer information in the CRM system.
  
• Schedule appointments or transfer qualified opportunities to licensed insurance agents.
  
• Follow up with prospects and clients as directed.
  
• Maintain detailed notes of all conversations and activities.
  
• Meet daily outbound call, lead generation, and appointment-setting goals.
  
• Build positive relationships while delivering exceptional customer service.
  

• Previous customer service, sales, telemarketing, or call center experience preferred.
  
• Excellent verbal and written communication skills.
  
• Comfortable making a high volume of outbound calls.
  
• Strong organizational and time management skills.
  
• Ability to build rapport and overcome objections professionally.
  
• Basic computer skills and experience working with CRM software.
  
• Ability to multitask and accurately document conversations.
  
• Insurance industry experience is a plus but not required (training will be provided).
  
• Bilingual (English plus Ukrainian, Romanian or Russian) is a strong advantage.
  

Preferred Skills

• Professional phone etiquette
  
• Active listening
  
• Attention to detail
  
• Positive attitude
  
• Self-motivated and goal-oriented
  
• Team player
  
• Ability to learn insurance products quickly
  

Performance Metrics

Success in this role will be measured by:

• Number of outbound calls completed
  
• Quotes generated
  
• Qualified appointments scheduled
  
• Data accuracy in the CRM
  
• Follow-up completion rate
  
• Customer satisfaction
  
• Conversion of prospects into quoting opportunities
  

Who We Are: 

• We are a fast-growing insurance agency, headquartered in Northeast Ohio, specializing in serving English as a Second Language Customers (Albanian, Romanian, Russian, Ukrainian speaking customers) in our 30 licensed states.
  
• Current Agency size is approximately 100 staff with $45mill in annualized premium.
  
• Our long-term 30-year goal is to become a 1,000 Soul Company serving 25 different language groups throughout the United States. 
  
• Most of our client interaction is through phone or email. We have an excellent NPS score (91 YTD thru August 2024) and have an excellent group of insurance carrier partners.   
  
• We strive to operate with integrity and trust in all we do. You will be part of a work-family environment, driven by our 3 Core Values of Integrity, Impact and Grit.  
  
• We strive to honor God and be respectful of each other, our customers, and other stakeholders. Our purpose is to protect and encourage our clients American dream.  
  
• Check out our home page to find out more about our company: https://www.insuranceiig.com/en/about-us