Inbound Sales Representative

DOXA Insurance Holdings LLCScottsdale, AZ
Hybrid

About The Position

AGIA Affinity, a DOXA company, is an established and growing insurance and benefits marketing partner for large associations and organizations, including veterans' and fraternal organizations. For 66 years, AGIA has focused on improving the lives of client members and internal associates by ensuring they have necessary coverages. DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners. DOXA provides centralized support to help its companies grow, with hundreds of custom specialty insurance programs and over 20,000 agent and broker relationships nationwide. The company emphasizes a culture of empowerment and commitment to innovation, offering competitive benefits and compensation, and seeks ambitious professionals looking to evolve their careers in the specialty insurance space.

Requirements

  • High school diploma or equivalent.
  • Minimum 1 year of high volume customer call center.
  • Knowledge of call center customer service principles and practices.
  • Knowledge of sales principles and practices.
  • Knowledge of call center environment and expectations.
  • Ability to work in a fast-paced, high call center environment.
  • Proven ability to maintain composure in stressful situations and manage/diffuse concerned customers.
  • Basic proficiency in MS Office.

Nice To Haves

  • Minimum 1 year of telephone or sales experience preferred.

Responsibilities

  • Advisors to take a strategic, member-focused approach to selling non-insurance products through both inbound and outbound interactions. Leverage consultative sales techniques to actively identify member needs, uncover opportunities, and present personalized solutions that deliver value and enhance the overall member experience.
  • Answer incoming calls from plan holders/policy holders, ensuring that all inquiries and issues are handled effectively, in a timely manner, and with a customer service focus.
  • Promote AGIA customer service values by being courteous, professional and prompt in all customer interactions.
  • Adhere to quality program metrics and achieve quality performance levels.
  • Update and maintain customer billing and coverage information in appropriate administrative systems.
  • Process and fulfill customer requests following approved procedures.
  • Save and retain customers by identifying relevant reasons and concerns regarding requests to discontinue policies.
  • Maintain up to date knowledge on insurance and non-insurance products to ensure customer satisfaction and maximize sales opportunities (e.g. marketing information, new product information).
  • Resolve member complaints and concerns through active listening, empathy, and professionalism.
  • Establish member needs through enhanced probing techniques in order to promote and recommend approved products based on member interests to establish long term value.
  • Share successes and new ideas with team members in order to achieve both individual and team goals.
  • Perform other miscellaneous functions and special projects as assigned.

Benefits

  • Health benefits including medical, dental, and vision
  • 401K with 100% company match up to 3% of your annual income and an additional 50% match on the next 2% of income
  • Prefunded optional FSA
  • 100% covered Life Insurance
  • Accidental Death and Dismemberment Insurance
  • Short Term/Long Term Disability
  • $250 Wellness Benefit
  • Medical plan has in-network provider coverage for mental health, reproduction, chiropractic, and massage therapy
  • 10 days of vacation your first year, and each year you gain an additional day
  • 13 paid and closed holidays each year
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