Policy Specialist - Dialer

Zander Insurance Agency•Nashville, TN

1d•Hybrid

About The Position

In this role, you’ll help clients secure the protection they need by making outbound calls and guiding them through the last steps of the insurance process. This position provides an opportunity to enhance your skills in various areas such as reporting, pulling call lists, ensuring that dialer calls stay up to date, policy delivery troubleshooting, and assisting clients with any hurdles they encounter along the way.

Requirements

High School Diploma or equivalent
Typing speed of at least 40 WPM
Critical thinker with excellent analytical skills
Inbound/outbound call center and customer service experience in roles requiring the use of persuasion
Experienced 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
Ability to work from home

Nice To Haves

Sales experience in insurance or financial services

Responsibilities

Working with Excel reports to create and schedule call lists each day
Making upwards of 150 outbound calls per day via automatic dialing system
Assisting clients in completing requirements needed for activating coverage
Troubleshooting policy delivery and activation issues
Communicating with clients, insurance companies, and our team with the goal of ensuring clients’ success in accepting the policy and resolving any complaints
Auditing carrier websites for incomplete, active, and pending files
Providing top-notch customer service to each client: empathy, guidance, education, and expectation-setting
Aiding in CSR report follow-up which may include phone call and email correspondence to carrier and client

Benefits

Competitive industry-leading compensation including base salary plus bonuses
ESOP Shares in addition to this compensation via our Employee Stock Ownership Plan
Profit Distribution Bonus paid monthly
Medical and dental insurance paid 100% by Zander
Medical plans with generous company contributions into your HSA
All leads provided (no cold-calling or prospecting)
5% dollar-for-dollar matching on your 401(k)
3 weeks of paid time off plus holidays
Growth and leadership opportunities – we promote from within
Meaningful work protecting families