Insurance Screener

Mylo; Leawood (KS); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company contribution

Work-life balance schedule

Company-wide events and personal dev

Job summary

Mylo is seeking an Insurance Screener to be the first point of contact with potential customers, guiding prospects to an insurance expert as needed. You will manage high outbound call volumes and log milestones in our systems, following scripted interactions across various channel partners.

The role emphasizes strong communication, active listening, and teamwork to meet qualitative and quantitative targets while supporting a customer-centric Insurtech environment.

Qualifications

• High school diploma or GED is required.
• Minimum 1 year of experience in a business office environment.
• Call center experience is preferred; strong phone and verbal communication with active listening is essential.
• Proficiency with Microsoft Office and CRM systems; Salesforce experience is a plus.

Responsibilities

• Make outbound calls to diverse customer segments efficiently.
• Notate and log call milestones in applicable systems.
• Follow scripting when engaging with channel partners.
• Handle basic call tasks and navigate multi-line phone systems.
• Collaborate with call center teammates to improve service quality.
• Build strong interpersonal rapport with prospects.

Skills

Phone skills

Verbal communication

Active listening

Microsoft Office

CRM systems

Salesforce

Team player

Time management

Organizational skills

Notetaking

Education

High school diploma or GED

Tools

Salesforce

Job description

As an Insurance Screener, you will help Mylo deliver a great customer experience by managing incoming insurance prospects. This candidate will be the initial interaction between our company and its potential customers, taking ownership of reaching prospects via the phone and directing the prospect to an insurance industry expert to assist with their insurance needs.

Our ideal candidate will:

• Manage a large number of outbound calls for a variety of customer segments in a timely manner
• Notate and log appropriate customer call milestones within applicable systems
• Follow communication scripting when handling a variety of channel partners
• Perform basic call handling skills, including familiarity with complex or multi-line phone systems
• Collaborate with other call center professionals to improve customer service
• Exceptional interpersonal and rapport building skills
• Ability to meet personal/team qualitative and quantitative targets

Requirements:

• High school diploma or GED
• A minimum of one-year experience in a business office environment
• Previous Call Center experience
• Excellent phone and verbal communication skills with active listening
• Ability to function as a team member, including the ability to adapt to changing priorities
• Strong organizational and time management skills
• Familiarity with Microsoft Office products
• Familiarity with CRM systems and practices, Salesforce experience preferred

Why Join Mylo:

Mylo is an award-winning Digital Insurtech brokerage selling Property & Casualty insurance to individuals and small business owners from 100+ carriers

• Exciting company culture that inspires employees to thrive
• Medical, dental, and vision coverage
• 401(k) with company contribution
• Schedule that promotes work-life balance
• Company-wide events and personal development opportunities
• Wellness program that awards healthy habits and can help lower health insurance costs