Outbound Customer Service Rep (Client Retention & Quote Generation)

Hubstaff blog; Whitpain Township (Montgomery County); Remote; USD 60,000 - 80,000; Part time

Job summary

A large insurance broker in the USA seeks an energetic Outbound Customer Service Rep to improve client retention and generate quotes. This remote part-time role involves making daily outbound calls, targeting up to 100 clients and achieving 5-7 insurance quotes. Successful candidates will demonstrate strong verbal communication, a detail-oriented approach, and a results-driven mindset.

Benefits

Base pay + performance bonuses

Stable company with a loyal client base

Supportive team environment

Growth opportunities into quoting, sales, or licensed roles

Qualifications

• Experience in customer service preferred (3-5 years), expert levels welcome.
• Ability to follow scripts and adapt communications.
• Skills in CRM usage and tracking metrics.

Responsibilities

• Make 75-100 outbound calls to existing clients daily.
• Identify opportunities for cross-selling and up-selling.
• Track call activity and quote metrics in CRM.

Skills

Organized & Detail-Oriented

Results-Oriented Mindset

Strong Verbal English Skills

Neutral, Clear English Accent

Job description

Outbound Customer Service Rep (Client Retention & Quote Generation) hourly

Company: Large Insurance Broker in the USA

Type: Part Time | Remote Calling

Summary:

Safeguard Home & Auto is seeking a high-energy, motivated Customer Service Caller to join our team. Your mission? Keep our existing clients happy and uncover new quoting opportunities daily. You’ll be on the front lines of customer experience—making 75–100 outbound calls per day and helping us generate 5–7 new home or auto insurance quotes daily.

Responsibilities:

• Call 75–100 existing clients daily
• Identify cross-sell and up-sell opportunities during the call
• Build rapport and trust quickly—your voice is our brand
• Track call activity and quote metrics in CRM
• Collaborate with leadership with new opportunities

Ideal Candidate:

• Organized & Detail-Oriented – Takes notes, updates CRMs, and tracks calls/quotes with accuracy.
• Results-Oriented Mindset – Motivated by daily targets like generating 5–7 quotes per day.
• Neutral, Clear English Accent – Must speak clearly with a professional and easy-to-understand tone for U.S.-based clients.
• Strong Verbal English Skills – Able to confidently hold conversations, follow a script, and adapt to different client personalities.

Why Join Safeguard?

• Base pay + performance bonuses
• Stable company with a loyal client base
• Supportive team environment
• Growth opportunities into quoting, sales, or licensed roles

Experience levels: Intermediate (3 - 5 yrs), Expert (5+ yrs)