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Call Center Specialist

Title: Call Center Specialist

Location: Remote

SmartFinancial offers smarter insurance products, delivered by people and powered by technology.

At SmartFinancial, we’re on a mission to make the insurance shopping process better, simpler, and more effective. Our transparent insurance-technology platform is changing the way people shop for insurance by pairing them with the right carrier and policy, one policy at a time. Our company was founded by a team of industry experts who are passionate about delivering measurable results and exceptional customer service to all our clients. We’re committed to providing the best resources and support to our insurance partners as they adopt our technology platform to reach the right consumers and optimize their marketing campaigns. We are proud to foster a diverse and inclusive workplace where our employees can thrive and make meaningful contributions to our mission

Founded by a team of insurance and technology experts, SmartFinancial focuses on delivering measurable results and exceptional customer service. We provide a similar resource for insurance partners as they adopt the new technology platform to reach the right consumers. SmartFinancial operates an innovative real-time marketplace that gives insurance clients the ability to optimize marketing campaigns and maximize ROI.

$16-$18/hour base pay plus commission. Our top agents earn $80,000+ per year. That could easily be you.

SmartFinancial is the leading tech-driven marketplace for insurance consumers [Auto, Home, Life, Health, and Medicare]. We generate 20,000+ digital leads per day from our owned and operated websites. You will contact these consumers via our state-of-the-art technology platform to confirm their interest and connect them via warm transfer to our network of licensed agents. We partner with every major insurance carrier and 6,500+ independent agents. Our clients LOVE our calls.

Keep in mind this is an at home position and will require high speed internet, a pc or laptop with an i5core processor or greater, windows 10, at least 8 megs of Ram, a USB headset with mic.

In this role, you will be contacting customers who expressed interest in quotes for Life insurance, Health insurance, or Medicare Supplement policies.

As a warm transfer agent, you will:

  • Make outbound calls and receive incoming calls on a computer automated system. (no manual dialing involved)
  • Be required to read from a script
  • Verify customers information and pre-qualify customer
  • Transfer the customer to a licensed insurance agent.

Remember: This is a Remote Position
***MUST have high speed internet and be able to plug into a router (No Wi-Fi or Hotspot)****

Responsibilities:

  • Handle a high volume of outbound calling daily and ask qualifying questions
  • Encourage the customer to receive a competitive quote from a licensed agent
  • Meet performance expectations and KPIs

Qualifications:

  • 1+ years of sales experience preferred
  • Fast-paced call center experience a plus
  • Strong phone, computer, and communication skills
  • Self-motivated & independent
  • Ability to build rapport with customers in a fast-paced environment

What We Offer:

  • Competitive hourly rates plus incentives and performance bonuses
  • Paid training
  • Full healthcare benefits ( Medical, Dental, Vision)
  • Company paid life insurance
  • 401k with company match
  • Generous PTO & paid holidays
  • Employee referral bonuses
  • Extensive paid product training
  • Daily/weekly cash giveaways
  • Advancement opportunities – We love to promote from within!!!
  • Monday Friday from 9am – 6pm shift schedules

What It’s Like To Work At SmartFinancial:
Voted as one of the Best Places to Work in 2018, 2019, 2020, 2021, and 2022 and one of the fastest-growing tech companies!

  • Be a part of a supportive and dedicated team
  • Be able to have fun and work hard at the same time
  • Work in a dynamic, energetic environment

This position is for ambitious people who desire to advance their careers and work alongside an industry-leading team!!

We’re a team of dedicated people who are excited to come to work every day. SmartFinancial offers a fun and engaging company culture in which everyone is encouraged to share ideas and work together. We’re always looking for excited, dedicated people to join our team. SmartFinancial has been named one of the “Best Place to Work” in Orange County four years in a row!

We’re a team of dedicated people who are excited to come to work every day. SmartFinancial offers a fun and engaging company culture in which everyone is encouraged to share ideas and work together. We’re always looking for excited, dedicated people to join our team. SmartFinancial has been named one of the Best Place to Work in Orange County four years in a row!