Agent, Inside Sales Support - Pet (Remote)
Core
Inside Sales Support Agent providing front-line customer service, retention, and sales support for pet insurance members via phone, email, and webchat.
Role type
Inside Sales Support Agent
Builds
Retains existing pet insurance members and upsells new/upgrade products
Domain
Insurance / Pet Health
Deliverable
client delivery
Required skills
Problem solving, workflow management, policy navigation, payment resolution, CRM proficiency, multitasking, outbound/inbound call handling, webchat support
Preferred skills
Financial services or insurance industry experience, Microsoft Office proficiency
Technologies
Salesforce, Reinsurance, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint
Responsibilities
Make outbound calls to resolve payment issues and retain business; handle inbound sales and renewal queues; assist customers with enrollment and product upgrades; resolve policy-related issues requiring quoting or plan changes; update CRM systems with member information and quote details; answer webchats and follow up on customer inquiries.