Presales Agent

Berkshire Hathaway Direct Insurance CompanySan Antonio, TX
Onsite

About The Position

The biBerk presales agent will report to the Presales Team Leader. They will be responsible for answering and responding to incoming calls by triaging and distributing calls to the appropriate department. They will also contact potential clients who have expressed interest in receiving a quote for business insurance. The presales’ main objective is to improve customer experience by triaging inbound calls to the appropriate department while assisting the sales department in increasing revenue by calling out on leads.

Requirements

  • Ability to work individually as well as in a team environment.
  • Call Center experience ideal, but not required.
  • Proficient computer skills with the ability to navigate multiple systems seamlessly.
  • Minimum 1 year phone experience

Nice To Haves

  • Call Center experience

Responsibilities

  • Manage a high level of inbound calls professionally and efficiently.
  • Follow-up on inquiries from potential clients telephonically and via email
  • Use persuasive objectives on outbound calls to secure a transfer to the sales department.
  • Ability to meet weekly, monthly, and yearly Key Performance Indicators (KPIs) for inbound and outbound calls.

Benefits

  • Medical (PPO/HDHP), vision, disability, and life insurance.
  • Enhanced dental plan with orthodontia coverage in addition to a standard plan.
  • Generous PTO plan for all benefit-time eligible employees.
  • Paid company holidays and 4 floating holidays.
  • Paid parental leave.
  • Employee Retirement Savings Plan/401(k) with company match and immediate vesting.
  • Education Assistance Program that offers 100% upfront tuition reimbursement after 6 months of service for approved degree programs.
  • Service Recognition Program that provides a monetary award to be used toward a vacation every 5 years of employment.
  • Wellness Initiatives that include Fitness Center and Weight Watchers Reimbursement programs.
  • Voluntary benefits that include accident, critical illness, and hospital indemnity.
  • Employee discount and rewards program on travel, tickets, electronics, home, and more.
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