Insurance Sales Support Assistant

This is a remote position.

We are looking for candidates who are located in Romania or MoldovaThis is a full time, US hours 8:30AM - 5:00PM EST (3:30PM - 12:00AM RO) International Insurance Group is looking for a motivated and customer-focused Insurance Sales Support Specialist to join our team. This position is responsible for proactively contacting prospective clients, previous customers, and existing clients to identify insurance opportunities, qualify leads, gather information for insurance quotes, and schedule opportunities for our licensed agents.

The ideal candidate is friendly, organized, comfortable making outbound calls, and enjoys building relationships while providing outstanding customer service.

Key Responsibilities

• Contact prospective clients who have previously requested quotes.
• Reach out to former clients to earn back their business.
• Contact existing customers who have only Home or only Auto insurance and offer bundled insurance quotes.
• Explain the benefits of comparing insurance options with our agency.
• Gather all information necessary to prepare accurate insurance quotes, including:
  • Personal information
  • Driver information
  • Vehicle information
  • Property details
  • Current insurance information
  • Coverage preferences
• Enter and maintain accurate customer information in the CRM system.
• Schedule appointments or transfer qualified opportunities to licensed insurance agents.
• Follow up with prospects and clients as directed.
• Maintain detailed notes of all conversations and activities.
• Meet daily outbound call, lead generation, and appointment-setting goals.
• Build positive relationships while delivering exceptional customer service.

Requirements

• Previous customer service, sales, telemarketing, or call center experience preferred.
• Excellent verbal and written communication skills.
• Comfortable making a high volume of outbound calls.
• Strong organizational and time management skills.
• Ability to build rapport and overcome objections professionally.
• Basic computer skills and experience working with CRM software.
• Ability to multitask and accurately document conversations.
• Insurance industry experience is a plus but not required (training will be provided).
• Bilingual (English plus Ukrainian, Romanian or Russian) is a strong advantage.

Preferred Skills

• Professional phone etiquette
• Active listening
• Attention to detail
• Positive attitude
• Self-motivated and goal-oriented
• Team player
• Ability to learn insurance products quickly

Performance Metrics

Success in this role will be measured by:

• Number of outbound calls completed
• Quotes generated
• Qualified appointments scheduled
• Data accuracy in the CRM
• Follow-up completion rate
• Customer satisfaction
• Conversion of prospects into quoting opportunities

Benefits

1. You canWork from Home.

2. We offer acompetitive pay scale &Meal Tickets.3. You will have careergrowth opportunities with International Insurance Group.4. You will become a professional working in the insurance field,in one of the largest industriesin the United States.5. Paid extensiveTraining & MentorshipProgram.6. Paid Vacation Time, Federal Holidays and paid Bereavement time.
7.You will be a part of awell-established,100employee agency which ranks* in the top 1% of agencies for great customer experience.
8.You will have a voice. We consistently invite our staff to provide feedback about their work experience.
9.You will have the access to represent over 25 top insurance carriers in the industry, throughout 30 states, specializing in personal lines, life, commercial and trucking

Who We Are:

• We are a fast-growing insurance agency, headquartered in Northeast Ohio, specializing in serving English as a Second Language Customers (Albanian, Romanian, Russian, Ukrainian speaking customers) in our 30 licensed states.
• Current Agency size is approximately 100 staff with $45mill in annualized premium.
• Our long-term 30-year goal is to become a 1,000 Soul Company serving 25 different language groups throughout the United States.
• Most of our client interaction is through phone or email. We have an excellent NPS score (91 YTD thru August 2024) and have an excellent group of insurance carrier partners.
• We strive to operate with integrity and trust in all we do. You will be part of a work-family environment, driven by our 3 Core Values ofIntegrity, Impact and Grit.
• We strive to honor God and be respectful of each other, our customers, and other stakeholders. Our purpose is to protect and encourage our clients American dream.
• Check out our home page to find out more about our company:

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This position is ideal for someone who enjoys talking with people, building relationships, and helping clients find better insurance solutions while supporting a high-performing sales team.

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Originally posted on Himalayas