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Insurance Customer Engagement Specialist

1 week ago

Yarra Glen, Victoria, Australia OM Internships Full time
Key Responsibilities
As an Appointment Setter, your primary responsibilities will include:

  1. Utilizing various outreach methods to contact potential clients and introduce insurance products and services.
  2. Qualifying leads by understanding their needs and matching them with the appropriate insurance agent.
  3. Scheduling appointments for insurance agents to meet with prospective clients, ensuring accuracy and timeliness.
  4. Following up with leads and confirming appointments, providing excellent customer service throughout the process.
  5. Maintaining detailed records of client interactions in CRM system.


Requirements
To succeed in this role, you will need:

  1. Previous experience in sales, business development, customer service, or a similar role.
  2. Strong verbal and written communication skills with the ability to engage clients.
  3. Excellent organizational skills and attention to detail.
  4. Ability to work independently and as part of a team.
  5. Knowledge of CRM software a plus.