Insurance Policy Activation Specialist - Hybrid/Remote

Zander Insurance Agency; Nashville (TN); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Zander Insurance Agency in Nashville is seeking a motivated representative to help clients secure the protection they need by making outbound calls and guiding them through the final steps of the insurance process.

You’ll work with Excel reports to build daily call lists, handle up to 150 outbound calls daily, assist with activation requirements, troubleshoot policy delivery, and deliver empathetic, knowledgeable service to every client, while supporting a collaborative team in a hybrid setup.

Qualifications

• High School Diploma or equivalent.
• Typing speed of at least 40 WPM.
• Strong analytical skills.
• Inbound/outbound call center and customer service experience requiring persuasion.
• Experience with Microsoft Office (Excel).
• 1 year of experience in the insurance industry.
• 3 years of customer service in an office setting.
• Experience in fast-paced, team-oriented environment.
• Reliable, adaptable, and compassionate.
• Ability to work from home.
• Bonus points if you have sales experience in insurance or financial services.

Responsibilities

• Work with Excel reports to create and schedule call lists each day.
• Make upwards of 150 outbound calls per day via automatic dialing system.
• Assist clients in completing requirements needed for activating coverage.
• Troubleshoot policy delivery and activation issues.
• Communicate with clients, insurance companies, and our team with the goal of ensuring clients’ success in accepting the policy and resolving any complaints.
• Auditing carrier websites for incomplete, active, and pending files.
• Providing top-notch customer service to each client: empathy, guidance, education, and expectation-setting.
• Aiding in CSR report follow-up which may include phone call and email correspondence to carrier and client.

Skills

Typing 40 WPM

Call center experience

Microsoft Excel

Customer service

Analytical thinking

Education

High School Diploma or equivalent

Tools

Excel

Job description

Zander Insurance Agency in Nashville is seeking a motivated representative to help clients secure the protection they need by making outbound calls and guiding them through the final steps of the insurance process.

You’ll work with Excel reports to build daily call lists, handle up to 150 outbound calls daily, assist with activation requirements, troubleshoot policy delivery, and deliver empathetic, knowledgeable service to every client, while supporting a collaborative team in a hybrid setup.