Policy Specialist - Dialer

Zander Insurance Agency; Nashville (TN); Hybrid; USD 35,000 - 55,000; Full time

Benefits offered by this job

ESOP Shares

Profit distribution bonus

Hybrid schedule

Medical and dental insurance 100% paid

HSA contributions

All leads provided

401(k) 5% match

PTO 3 weeks + holidays

Growth and leadership opportunities

Meaningful work

Job summary

Zander Insurance Agency is seeking a detail-oriented professional to help clients secure coverage by making outbound calls and guiding them through the final steps of the insurance process. You’ll work on reporting, dialer lists, policy delivery troubleshooting, and assisting clients with any hurdles they encounter.

We offer a hybrid work schedule with strongESOP benefits, competitive compensation plus bonuses, and comprehensive medical/dental coverage.

Qualifications

• 1 year of experience in the insurance industry
• 3 years of customer service experience in an office setting
• Strong typing speed (40 WPM)
• Inbound/outbound call center and customer service experience requiring persuasion
• Proficient with Microsoft Office, especially Excel
• Able to work from home in a hybrid setup
• Reliable, adaptable and compassionate
• Fast-paced, team-oriented and deadline-driven environment
• Equal opportunity employer with inclusive values
• High School Diploma or equivalent

Responsibilities

• Create and schedule daily call lists using Excel reports
• Make up to 150 outbound calls per day on a dialer
• Assist clients in completing requirements to activate coverage
• Troubleshoot policy delivery and activation issues
• Communicate with clients, carriers, and team to ensure policy activation
• Audit carrier websites for file status (active/incomplete/pending)
• Provide empathetic, educational customer service and expectations
• Follow up on CSR reports via calls and emails to carriers and clients

Skills

Outbound calls

Customer service

Typing 40 WPM

Call center experience

Analytical thinking

Education

High School Diploma

Tools

Microsoft Office

Excel

Job description

In this role, you’ll help clients secure the protection they need by making outbound calls and guiding them through the last steps of the insurance process. This position provides an opportunity to enhance your skills in various areas such as reporting, pulling call lists, ensuring that dialer calls stay up to date, policy delivery troubleshooting, and assisting clients with any hurdles they encounter along the way.

Why Zander?

Your work at Zander can change lives, including yours! This wouldn’t be just another job, nor just another career path. Through our Employee Stock Ownership Plan (ESOP), Zander Insurance is a vehicle for personal and financial growth. Because we are 49% employee-owned, our belief is that every employee should share in the success of the agency by supporting an ownership mindset. When you join Zander Insurance, you automatically begin investing in your future since shares are awarded for simply being a team member; it is not necessary to purchase shares! Many employee-owners of Zander have a share value of over $1 Million! Are you ready to become an owner and change your life?

We offer you:

• Competitive industry-leading compensation including base salary plus bonuses
• ESOP Shares in addition to this compensation via our Employee Stock Ownership Plan.
• Profit Distribution Bonus paid monthly.
• Telecommuting on a hybrid schedule.
• Medical and dental insurance paid 100% by Zander.
• Medical plans with generous company contributions into your HSA.
• All leads provided (no cold-calling or prospecting).
• 5% dollar-for-dollar matching on your 401(k)
• 3 weeks of paid time off plus holidays.
• Growth and leadership opportunities – we promote from within.
• Meaningful work protecting families.
• And much more!

Your role in protecting families will include:

• Working with Excel reports to create and schedule call lists each day
• Making upwards of 150 outbound calls per day via automatic dialing system
• Assisting clients in completing requirements needed for activating coverage
• Troubleshooting policy delivery and activation issues
• Communicating 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

Who you are:

As unemployment continues to rise, we welcome candidates from all backgrounds, including the service, tourism, and hospitality industries. If you’re hard-working, positive, and have the heart of a teacher, we’ll help you grow as a professional so that you excel here at Zander.

• You have a High School Diploma or equivalent.
• You have a typing speed of at least 40 WPM
• You are a critical thinker with excellent analytical skills
• You have inbound/outbound call center and customer service experience in roles requiring the use of persuasion
• You are experienced with Microsoft Office (particularly Excel)
• You have 1 year of experience in the insurance industry
• You have 3 years of customer service experience in an office setting
• You have demonstrated experience working in a fast-paced, team-oriented and deadline-oriented environment
• You are reliable, adaptable, and compassionate
• You have the ability to work from home
• Bonus points if you have sales experience in insurance or financial services

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.