Policy Specialist - Dialer
About The Position
The Policy Specialist - Dialer helps clients complete the final steps of the insurance process so they can secure and activate their coverage. The role involves making outbound calls, preparing and scheduling call lists, troubleshooting policy delivery and activation issues, and supporting clients as they resolve requirements or other obstacles. It also includes reporting, auditing carrier websites, and communicating with clients, insurance companies, and internal teams to help ensure successful policy acceptance and resolution of complaints. The position is hybrid and includes a high volume of daily outbound calls using an automatic dialing system.
Requirements
- High school diploma or equivalent.
- Typing speed of at least 40 WPM.
- Critical-thinking ability and excellent analytical skills.
- Inbound/outbound call center and customer service experience in roles requiring persuasion.
- Experience with Microsoft Office, particularly Excel.
- One year of experience in the insurance industry.
- Three years of customer service experience in an office setting.
- Demonstrated experience working in a fast-paced, team-oriented, deadline-oriented environment.
- Reliability, adaptability, and compassion.
- Ability to work from home.
Nice To Haves
- Sales experience in insurance or financial services.
Responsibilities
- Work with Excel reports to create and schedule daily call lists.
- Make upwards of 150 outbound calls per day using an automatic dialing system.
- Assist clients in completing requirements needed to activate coverage.
- Troubleshoot policy delivery and activation issues.
- Communicate with clients, insurance companies, and the team to support policy acceptance and resolve complaints.
- Audit carrier websites for incomplete, active, and pending files.
- Provide customer service through empathy, guidance, education, and setting expectations.
- Follow up on CSR reports, including phone calls and email correspondence with carriers and clients.
Benefits
- Competitive compensation, including base salary plus bonuses.
- Employee Stock Ownership Plan (ESOP) shares awarded to employees.
- Monthly profit distribution bonus.
- Hybrid telecommuting schedule.
- Medical and dental insurance paid 100% by Zander.
- Medical plans with company contributions to a Health Savings Account (HSA).
- All leads provided; no cold-calling or prospecting.
- 5% dollar-for-dollar 401(k) matching.
- Three weeks of paid time off plus holidays.
- Growth and leadership opportunities, with promotions from within.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
