Benefits:

401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance

Are you outgoing, energetic, and someone who genuinely enjoys talking with people? Do you thrive in a fast-paced environment where every conversation is an opportunity to help someone? If so, we'd love to meet you!

We're looking for a Client Outreach Representative to join our growing insurance agency. This is an excellent entry-level opportunity for someone with customer-facing experience who is ready to build a rewarding career. Whether you've worked in retail, hospitality, banking, fitness, or another customer service role, we'll provide the training and support you need to succeed.

This isn't a call center or telemarketing position. You'll be an important part of our agency, connecting with prospective clients, building relationships, identifying their needs, and helping them take the next step with one of our licensed insurance professionals.

What You'll Do

Connect with prospective customers through outbound phone calls.
Build rapport and create positive first impressions with every conversation.
Identify customer needs and qualify potential opportunities.
Schedule appointments and transfer qualified leads to licensed team members.
Provide outstanding customer service and support to agency clients.
Assist with follow-up communications and other agency service needs.
Accurately document conversations and customer information.
Contribute to a positive, collaborative, and goal-oriented team environment.

What We're Looking For

Excellent communication and people skills.
Bilingual preferred but not required.
A positive attitude with high energy and enthusiasm.
Comfortable making outbound phone calls throughout the day.
Resilient and able to handle rejection professionally.
Strong customer service mindset and relationship-building skills.
Motivated to achieve daily activity goals.
Organized, dependable, and eager to learn.
Previous customer-facing experience in retail, hospitality, banking, restaurants, fitness, or similar industries is a plus.
Insurance experience is not required—we'll teach you what you need to know.

What We Offer

Competitive hourly pay.
Performance-based bonuses for qualified lead transfers.
Annual bonus opportunities.
Comprehensive paid training.
Full-time or part-time, in-office position with a supportive team.
Opportunities to grow your skills and advance within the agency.
Optional pathway to become a licensed insurance professional if you're interested in expanding your career.

Why You'll Love Working Here

Success in this role isn't about having insurance experience. It's about connecting with people. If you're someone who enjoys conversations, thrives on helping others, and wants to be recognized for your hard work, you'll fit right in. You'll gain valuable sales, communication, and customer service experience while building a long-term career with a team that's invested in your success.

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