New Business Specialist

Zander Insurance Agency; Nashville (TN); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

401(k) Match

Employer-paid Insurance: Medical/Dent/

HSA contributions

PTO 3 weeks + holidays

Hybrid work schedule

ESOP Ownership

Job summary

Zander Insurance Agency in Nashville, TN, is hiring a New Business Customer Service Specialist to support clients through the life insurance process, including phone-assisted applications, exam scheduling, and billing inquiries. The role emphasizes proactive problem-solving and a customer-first approach.

As a long-standing, 100-year-old firm with an ESOP and strong growth, the company offers a hybrid work schedule, comprehensive benefits, and opportunities for advancement.

Qualifications

• Experience in customer service or call center environment.
• Ability to explain complex products clearly.

Responsibilities

• Help clients complete and sign life insurance applications over the phone; schedule exams and handle billing questions.
• Respond to emails and requests related to Identify Theft Protection; outbound calls as needed.
• Collaborate with team to deliver excellent service and growth-oriented support.

Skills

Client support

Communication

Phone skills

Sales mindset

Job description

Elevate Your Career with Zander: New Business Customer Service Specialist

At Zander Insurance, we recognize and reward top talent with industry-leading compensation packages and expansive growth opportunities. Join our team as a New Business Customer Service Specialist and be part of an organization that values your skills and dedication while doing meaningful work protecting families. As a 100-year-old company experiencing remarkable growth year over year, we offer stability and opportunities in a thriving industry.

Unmatched Compensation:

• Guaranteed Comp Increases
• 401(k) Match: Benefit from a 5% dollar-for-dollar company match.
• Financial Growth: As part of our Employee Stock Ownership Plan (ESOP), all employees join in our success through the distribution of ownership shares. Currently, 30% of team members have share values exceeding $500,000!
• Medical, Dental, Life, & Disability Insurance: 100% employer-paid.
• Generous HSA Contributions: Enjoy substantial company contributions
• Paid Time Off: 3 weeks of PTO plus holidays.
• Flexible Work Schedule: Telecommute on a hybrid schedule.
• Career Advancement: We promote from within and offer leadership opportunities.

Your role in protecting families will include:

• Client Support: Assist clients with completing and signing their life insurance applications over the phone, with scheduling their insurance exam and helping them with billing questions. Respond to emails and requests for information regarding Zander’s Identify Theft Protection by taking inbound and making outbound calls.
• Proactive Communication: Apply sales methodologies and problem-solving strategies to best position Zander products and services while providing long-term, individualized solutions to customers
• Team Player: Join a supportive team environment focused on professional growth and exceptional service.

Who You Are:

• Service-Oriented: You have a high service aptitude and the heart of a teacher.
• Reliable & Adaptable: You thrive in a fast-paced environment and are dependable.
• Tech-Savvy: You have the tools and ability to occasionally work from home efficiently.

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.

• Useofofficeequipmentincludingpersonalcomputer, multiplescreens,printer,faxmachine, scanner and telephone;
• Theemployeeisoccasionallyrequiredtousehandsandfingerstooperate,handle,andreach;
• Specificvision abilitiesrequiredbythisjobinclude closevisionandtheabilitytoadjust focus;
• Communicateeffectivelyin English,writingandverballyinperson,via email, video meetings and telephone;
• Communicateeffectivelyviatelephoneforextendedperiodsoftime,upto7hoursperday;
• Abilitytopayattention,listenactively,analyzeproblemsandevaluateoptions,focusedon 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 forextendedperiodsoftimeupto7hoursperday;
• 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 standard40-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.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER.

Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.