Do you want to have a fulfilling career with purpose helping people obtain their Social Security benefits?
The Intake Agent will be a direct point of contact for potential new clients to complete the consultation and application for us to assist them with their disability benefits. They will provide great customer service and have a clear phone presence. They will be proficient in using computers, be able to verify that there are no discrepancies within documents, and excel at both verbal and written communication. They will be detail-oriented, professional and have a genuine desire to meet the needs of others. Work hours are Monday - Friday from 9:00 am to 6:00 pm EST. This is a remote work from home position.
Our benefits package includes health, dental, and vision insurance, company paid life insurance and disability insurance, a 401(k) plan with an employer match, paid time off after 90 days of employment, and ten company paid holidays.
Essential Functions:
- Receive all inbound and outbound calls for potential disability clients.
- Perform general office clerk duties (i.e., check email and Chat communication consistently).
- Ask a series of questions verbatim for the purpose of entering data into the consultation and
application system to confirm eligibility for the potential client.
- Respect client confidentiality.
- Flexibility to change work hours based on company needs.
- Performs other related duties as assigned.
Qualifications
Required Skills/Abilities:
Must be able to talk on the phone and type at the same time, as well as a general ability to multi-task.
Excellent reading, writing, and verbal communication skills including active listening and the ability to enter data with correct spelling.
Excellent organizational, time management, interpersonal, customer service, and attention to detail skills.
Must pass a background check and typing test with a minimum typing speed of 35WPM
Must have a quiet area for a home office away from noise and distractions
Proficient computer skills with the ability to learn new software.
Ability to sit for a long period of time.
Reliable and dependable attendance
Education and Experience:
This job requires a minimum of a high school diploma or G.E.D, and two years of telephone customer service or previous call center experience. Associate's degree is preferred.
Proven ability to function well in a fast paced and sometimes stressful environment.
Telephone experience is required, experience reading verbatim from a script highly desired. Auto dialer experience is highly preferred.
Experience using computers and performing data-entry functions.
Bilingual ability in English and Spanish is a plus.
Physical Requirements:
Prolonged periods of sitting at a desk, talking on a telephone and working on a computer.
Remote Work from Home Requirements:
Not all positions are remote; some require that the employee work in the office.
Must have a desk, chair and basic essentials to work from home.
Must have a quiet work area without noise or distractions.
Must have personal high speed internet service (Wi-Fi is not acceptable, must use an ethernet cable). Our minimum internet speed requirement is 100 download & 20 upload speed.
Must be logged onto your work computer and able to answer calls during your normal work hours.
Remote workers must be based in the United States and must reside in one of the following states: FL, GA, IL, IN, MA, NC, NJ, NV, NY, PA, SC, TX or WV.
$26k-40k yearly est. 19d ago
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Agent Trainee
Farmers Insurance-Alvesteffer Agency 4.4
Holland, MI jobs
Job Description
Are you a goal-driven sales professional looking to make a real impact? Farmers Insurance - Alvesteffer Agency is seeking a motivated Agent in Training to help grow a strong client base and drive new business production. This role is ideal for someone who thrives in a fast-paced, performance-based environment and enjoys working with people to provide real solutions that make a difference.
In this sales-focused position, you'll take the lead in generating new business, closing deals, and helping clients find insurance coverage tailored to their needs. You'll have the opportunity to work closely with agency leadership and play a key role in shaping the growth and success of the team.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Evenings Off
Flexible working schedule
FREE Insurance Licensing Training Provided
Monday-Friday, 8:30am-5pm Schedule
Career Growth Opportunities
Licensing Assistance Available
Home Office Equipment Provided
$30,000/year PLUS commissions
Responsibilities
Proactively generate leads through outbound calls, referrals, networking, and marketing
Conduct client consultations to assess needs and recommend insurance solutions
Sell and cross-sell personal lines products such as Auto, Home, and Life
Maintain a steady pipeline of prospects and consistently follow up on open opportunities
Meet or exceed monthly performance goals in premium, policy count, and Life sales
Deliver exceptional customer service to foster long-term client relationships
Requirements
Sales experience preferred (insurance, financial services, or retail sales a plus) Property & Casualty license preferred or willingness to obtain If not currently licensed, licensing support will be provided
Licenses must be obtained within 30 days of hire
Strong communication, closing, and relationship-building skills
Self-motivated and goal-oriented with a competitive drive
Highly organized with the ability to manage multiple priorities and a strong sales pipeline