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Delta Follow Up Agents

Remote: 
Full Remote
Work from: 

Offer summary

Qualifications:

High school diploma or equivalent, Customer service experience preferred, Familiarity with CRM systems, Strong organizational skills.

Key responsabilities:

  • Reaching out to clients for follow-ups
  • Tracking client interactions in CRM system

Senior Benefits Agency.Inc logo
Senior Benefits Agency.Inc Insurance Startup http://www.seniorbenefitsagency.net/
2 - 10 Employees
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Job description

Job Description:

As a Follow Up Agent at Delta, you will be instrumental in maintaining client relationships and ensuring continued satisfaction with our Medicare offerings. Your key responsibilities will include:

  • Reaching out to clients for follow-up consultations to address any questions regarding their Medicare options.
  • Providing timely information about plan updates, benefits, and options.
  • Building rapport with clients to foster long-term relationships and client loyalty.
  • Tracking all client interactions in our CRM system to ensure seamless communication.
  • Collaborating with sales agents to enhance client care and service delivery.

Benefits:

  • Competitive salary with performance-based incentives.
  • Access to advanced tools and resources for successful client management.
  • Ongoing training and development opportunities.
  • Opportunities for career growth within the team.
  • A supportive and collaborative work environment.

Requirements

  • High school diploma or equivalent; further education is a plus.
  • Excellent communication and interpersonal skills.
  • Strong organizational skills with the ability to manage multiple client follow-ups.
  • Customer service experience, preferably in the insurance or healthcare industry.
  • Self-motivated and detail-oriented with a passion for helping others.
  • Ability to work both independently and collaboratively within a team.
  • Familiarity with CRM systems and office software.
  • Former athletes, law enforcement or military are strongly encouraged to apply.

Required profile

Experience

Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Organizational Skills
  • Communication
  • Teamwork
  • Detail Oriented
  • Social Skills
  • Self-Motivation

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