Remote Pet Insurance Inside Sales & Retention Specialist

Remote Source, Inc.; United States; Remote; USD 46,000 - 81,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Short and long term disability

Paid time off 18 days/year pro-rated

Nine paid holidays

8 hours Lifetime PTO

8 hours Unity Day PTO

401(k) with company match

Company-paid pension plan

Business casual attire

Job summary

Nationwide Financial seeks an Inside Sales Support Agent to provide frontline service for pet insurance inquiries, educate customers on benefits, and resolve issues. You will interact via phone, email, webchat, and in person to retain customers and drive sales opportunities.

The role emphasizes empathy, accuracy, and a professional approach, with remote work hours across 6am–6pm PST and Saturday shifts. Prior sales or customer service in financial services is valued.

Qualifications

• Bachelor's degree preferred or equivalent combination of education and experience.
• Property and Casualty license required in all 50 states; maintain licensure via Continuing Education.
• Previous inside sales, help desk or customer service experience; financial services/insurance experience preferred.
• Knowledge of Microsoft Word, Excel, Access, PowerPoint is a plus.

Responsibilities

• Make outbound calls to existing members to resolve payment issues and retain business.
• Take calls from/to existing Pet members to share information and offer products for renewal or retention.
• Encourage customers to enroll in or upgrade insurance products.
• Support inbound sales queue during peak periods and renewal queue year-round.
• Coordinate with departments to resolve policy issues requiring sales quoting or plan changes.
• Enter and maintain member data and quote details in CRM/lead systems like Salesforce and Reinsurance.
• Handle inquiries professionally; keep interactions positive and memorable.
• Respond to webchats and follow up on customer questions and needs.

Skills

Problem Solving

Workflow Management

Policy & Billing Issues

Attention to Detail

Adaptability

Multi-tasking

CRM Knowledge (Salesforce, Reinsurance

Education

Bachelor's degree preferred

Tools

Salesforce

Reinsurance

Microsoft Word

Microsoft Excel

Microsoft Access

PowerPoint

Job description

Nationwide Financial seeks an Inside Sales Support Agent to provide frontline service for pet insurance inquiries, educate customers on benefits, and resolve issues. You will interact via phone, email, webchat, and in person to retain customers and drive sales opportunities.

The role emphasizes empathy, accuracy, and a professional approach, with remote work hours across 6am–6pm PST and Saturday shifts. Prior sales or customer service in financial services is valued.