Insurance Needs Specialist

Key Responsibilities:

· Engage with customers over the phone to assist with their insurance choices, using a well-defined script.
· Handle both incoming and outgoing calls in a busy call center environment.
· Address and resolve customer objections effectively.
· Regular use of database, dialing, and email software.
· Deliver clear verbal and written communication.
· Be open to other tasks as needed.

Training & Development: You may be eligible to receive comprehensive training, including preparation for obtaining P&C/Life Insurance licenses (optional). Our expert team will support your growth in this customer-focused role.

Benefits:

· Fully paid health and dental insurance.
· Opportunity to make a meaningful impact by protecting families.
· Participation in Employee Stock Ownership Plan after one year.
· Competitive salary, bonuses, and profit sharing.
· 5% match on your 401(k) contributions.
· 3 weeks of Paid Time Off.
· Flexible Hybrid Work Schedule.

Ideal Candidate:

· High School Diploma or equivalent.
· Eager to learn and adapt.
· Strong communication skills.
· Comfortable in a fast-paced call center environment.
· The ability to type 45 wpm.
· Proficient computer skills.

ESSENTIAL FUNCTIONS:  These essential functions are representative of those that must be met by an employee to successfully perform the physical aspects of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions. 

• Use of office equipment including personal computer, multiple screens, printer, fax machine, scanner and telephone;
• The employee is occasionally required to use hands and fingers to operate, handle, and reach;
• Specific vision abilities required by this job include close vision and the ability to adjust focus;
• Communicate effectively in English, writing and verbally in person, via email, video meetings and telephone;
• Communicate effectively via telephone for extended periods of time, up to 7 hours per day;
• Ability to pay attention, listen actively, analyze problems and evaluate options, focused on task, multi-task, decision making, and engage appropriately;
• Ability to appropriately handle stress in a fast-paced environment and interact appropriately with others;
• Sit & stand for extended periods of time up to 7 hours per day;
• Must be able to walk up and down stairs (there are no elevators in the 2-story main office Building);
• Physical, consistent attendance during normal working hours within a standard 40-hour workweek, as many of the job duties are time sensitive and most effectively and efficiently resolved only through required immediate communication; additional hours may be required;
• The noise level in the work environment is usually moderate to loud.