Job Description

The Inside Sales Agent is responsible for identifying customer needs and delivering appropriate solutions to support sales objectives. This role requires familiarity with customer experience practices and contact center technologies, and involves frequent customer interactions and continuous skill development.

Key responsibilities:

• Manage assigned accounts by handling inbound inquiries and placing outbound calls.
• Listen to customers to assess needs and resolve issues effectively.
• Use technology and systems to maintain accurate account information and workflow efficiency.
• Identify sales opportunities and apply techniques to expand customer accounts.
• Clearly explain products and processes to customers and position offerings appropriately.
• Aim for first-call resolution through problem solving and effective communication.
• Conduct needs assessments and recommend tailored solutions that align with customer objectives.
• Foster long-term client relationships through consistent follow-up and support.

Qualifications:

• Possession of a life and health insurance license, or willingness to obtain one.
• Dependable, quick to learn, and comfortable interacting with customers to address their concerns.
• Professional communication and customer service skills.
• High school diploma or equivalent.
• Ability to learn customer service software rapidly and perform basic PC tasks.
• Capable of multitasking in a fast-paced environment.
• Must be at least 18 years of age.

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