Call Center Representative

Jobtailor; United States; On-site; USD 50,000 - 80,000; Full time

Job summary

Jobtailor is seeking an Insurance Sales Specialist in the United States to qualify prospects, explain policy options and quote premiums. You will follow compliant sales processes, build product knowledge and participate in ongoing training.

The role emphasizes license requirements, customer service and team collaboration, with a focus on Spanish-speaking applicants. Strong communication and adaptability are essential in a fast-paced environment.

Qualifications

• Must hold Life Insurance and/or Health Insurance license.
• Experience in customer service or sales roles.
• Spanish speaking candidates encouraged to apply.

Responsibilities

• Contacts and qualifies prospective customers and explains features and merits of policies offered
• Recommends amount and type of coverage based on analysis of prospect's circumstances
• Communicates professionally with customers to explain policies
• Calculates and/or quotes premium rates for recommended policies
• Develops and maintains thorough product knowledge
• Follows scripts and designated sales processes to complete sales in a compliant and effective manner
• Actively participates in training and coaching on an ongoing basis to improve performance

Skills

Effective Communication

Team Collaboration

Willingness to Learn

Adaptability

Spanish Speaking

Customer Service Experience

Sales Experience

Education

Life Insurance License

Health Insurance License

Tools

Premium Calculation

Policy Quoting

Product Knowledge

Sales Process Compliance

Job description

• Contacts and qualifies prospective customers and explains features and merits of policies offered


• Recommends amount and type of coverage based on analysis of prospect's circumstances


• Communicates professionally with customers to explain policies


• Calculates and/or quotes premium rates for recommended policies


• Develops and maintains thorough product knowledge


• Follows scripts and designated sales processes to complete sales in a compliant and effective manner


• Actively participates in training and coaching on an ongoing basis to improve performance

Requirements

• Should hold Life and/or Health insurance license


• Experience in customer service or sales roles


• Great personality


• Ability to work effectively in a team environment


• Willingness to learn and adapt


• Spanish speaking candidates encouraged to apply

Core Competencies

Demonstrates expertise in Life and Health Insurance policies, effectively communicating coverage options and premium calculations to prospective customers. Strong ability to follow sales processes and maintain product knowledge while fostering a collaborative team environment.

Highest-signal resume keywords

• Life Insurance License


• Health Insurance License


• Customer Service Experience


• Sales Experience


• Spanish Speaking

ATS Optimization Keywords

Hard Skills

• Premium Calculation


• Policy Quoting


• Product Knowledge


• Sales Process Compliance

Soft Skills

• Effective Communication


• Team Collaboration


• Willingness to Learn


• Adaptability

Certifications & Qualifications

• Life Insurance License


• Health Insurance License

Industry Keywords

• Insurance Policies


• Sales Techniques


• Customer Qualification