The Agent Transfer Specialist role involves making outbound and receiving inbound calls to engage prospective clients, verify interest, and ensure smooth handoffs to licensed agents, maximizing sales opportunities.
Key responsibilities include following scripts, documenting call activity in CRM, managing high call volumes, and maintaining effective communication with agents.
Qualifications include prior call center or customer service experience, strong verbal skills, ability to handle fast-paced environments, and basic computer proficiency.
This position offers competitive benefits, promotes diversity and inclusion, and complies with ADA and pay transparency laws. Employment is contingent on background screening.
Overall, the role supports agent success by providing excellent client engagement and call management to facilitate sales in the insurance industry.
For more than four decades, AmeriLife has been dedicated to senior Americans and the challenges of helping seniors meet important health and life insurance needs. AmeriLife is one of the nation's largest privately-held senior life and health insurance marketing organizations. And we're expanding rapidly in order to meet the growing needs of seniors. This means that when you join the AmeriLife team, you're working with an industry leader, and that adds up to greater success and career satisfaction for you.