Call Center Representative

Call Center Representative (non-licensed)

Sunshine Senior Services is a leading insurance agency founded in 2016 by Rob Anderson, along with twin brothers Jarrod and Jeremy Frost. Our founders, previously captive agents in a corporate insurance environment, launched the agency to provide a broader range of options. We offer Medicare Advantage and Supplement products, ACA Health Marketplace insurance, hospital indemnity, and life insurance products from all major carriers. Our corporate office is located in St. Louis, Missouri, and our new call center operates out of Florida, servicing clients of regional health centers nationwide.

Job Description:

We are looking for an enthusiastic Call Center Representative to assist potential and existing customers with their insurance needs. This role involves handling inbound calls, providing detailed information about our products, and helping customers choose plans that best fit their individual needs.

Responsibilities:

- Handle inbound calls from potential and existing customers inquiring about insurance products.

- Provide accurate and detailed information on insurance plans, benefits, and coverage options, while ensuring compliance and helping customers make informed decisions.

- Assess customer needs and recommend suitable insurance products.

- Process customer applications for insurance in accordance with company policies and regulatory requirements.

- Maintain accurate customer records in the CRM system, updating details, notes, and tasks daily.

- Achieve sales targets by converting leads into clients through high-quality customer service and expert advice.

- Address customer complaints and queries promptly to ensure satisfaction and retention.

- Participate in training sessions to enhance skills and maintain up-to-date knowledge of insurance plans and products.

Additional Information:

- This role does NOT require a valid insurance license.

- Successful candidates will be offered the opportunity to earn their insurance license.

- Comprehensive training will be provided.

Requirements

- High school diploma or equivalent; higher education or relevant certifications are a plus.

- Previous experience in customer service or sales; experience in insurance is beneficial but not required.

- Strong communication skills and the ability to manage multiple tasks effectively.

- Proficiency in CRM systems and computer skills.

- A positive, customer-oriented approach to service.