Lead Generation Agent / Cold Call Representative
About The Position
The Lead Generation Agent is responsible for contacting inbound insurance leads, verifying consumer information, and qualifying interest before routing leads to licensed insurance agents. This role serves as the first point of contact for consumers requesting insurance quotes and plays a critical role in ensuring lead quality, customer experience, and partner satisfaction Contact consumer leads via phone in a timely and professional manner (handling 400–450 phone calls per day using an automated dialer system) Verify and confirm consumer‑submitted information related to insurance needs Qualify consumer interest based on established criteria Clearly explain next steps and set expectations for follow‑up with licensed insurance agents Transfer or route qualified leads to insurance partners using internal systems Accurately document call outcomes, consumer details, and lead status in CRM tools Follow call scripts and compliance guidelines while maintaining a natural, customer‑focused conversation Meet or exceed individual performance metrics related to quality, accuracy, and productivity
Requirements
- 1-2 years+ customer service, lead generation, sales experience.
- Professional phone and email etiquette.
- Ability to work independently and thrive in a team environment.
- Proactive thinking and problem-solving skills.
- Proficient skills in Microsoft Office suite.
- Ability to deliver customer support like you expect to receive it; with excellence.
- Ability to be organized and are a multitasker with excellent judgment on prioritization within a high-volume transactional environment.
Nice To Haves
- Bachelor's degree preferred.
- Experience in Salesforce or the insurance industry is a plus.
Responsibilities
- Contact consumer leads via phone in a timely and professional manner (handling 400–450 phone calls per day using an automated dialer system)
- Verify and confirm consumer‑submitted information related to insurance needs
- Qualify consumer interest based on established criteria
- Clearly explain next steps and set expectations for follow‑up with licensed insurance agents
- Transfer or route qualified leads to insurance partners using internal systems
- Accurately document call outcomes, consumer details, and lead status in CRM tools
- Follow call scripts and compliance guidelines while maintaining a natural, customer‑focused conversation
- Meet or exceed individual performance metrics related to quality, accuracy, and productivity
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
