Bilingual Sleep Coach (Call Center Agent)
WellSkySalary not specified
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- 6 months of prior experience in sales required
- Insurance sales experience preferred
- A valid insurance license for assigned State(s) is preferred. If not already licensed, must obtain Property and Casualty license (including non-resident license as needed) within 90 days of employment and pass licensing exam within two attempts
- Must be proficient in Spanish and English (Bilingual English/Spanish)
- Above average communication skills
- Previous experience with Excel, Word, and web-based systems preferred
- Experience with and the ability to use a PC to perform daily duties required
- Must be detail oriented, accurate, and able to work independently following strict procedural guidelines
- Ability to work a fluctuating schedule including evening and weekend hours based on business need
Responsibilities
- Prospects insurance leads from internal and external sources
- Engages customers via inbound and outbound telephone calls to assess insurance needs and rating variables
- Completes sale of policy by collecting down payment and uploading policy
- Performs cross-selling on other services offered by the company and/or strategic partners (property insurance, commercial insurance, financial products, etc.)
- Maintains records on customers including information about the consumer, source of lead, response to quote/offer application and policy according to procedures established by management
- Forwards calls from customers that are not related to new quotes to appropriate personnel (questions about policy, changes, cancellations, etc.)
- Completes all required training in a timely manner including detailed knowledge of Infinity products, coverages, and rating factors for all assigned states
- Interacts with prospective customers in a professional manner to provide them with an insurance quote and, if purchased, converts the lead to an actual policy
- Assists customers with other services as appropriate
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this a remote position or does it require office work?
This is not a remote position; it requires working in the McAllen office.
What is the salary for this Bilingual Sales Representative role?
This information is not specified in the job description.
What skills and qualifications are required for this position?
Candidates need 6 months of prior sales experience, proficiency in both Spanish and English, above average communication skills, and the ability to obtain a Texas Property and Casualty insurance license within 90 days if not already licensed. Insurance sales experience and familiarity with Excel, Word, and web-based systems are preferred.
What is the company culture like at Kemper?
Kemper emphasizes a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance.
What makes a strong candidate for this sales role?
Strong candidates are bilingual in English and Spanish, have at least 6 months of sales experience (insurance sales preferred), possess or can quickly obtain a Texas Property and Casualty license, and demonstrate excellent communication skills and proficiency with basic computer tools like Excel and Word.
Keeper
Digital platform for bookkeeping efficiency
About Keeper
Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.
Austin, TexasHeadquarters
2020Year Founded
$126.5KTotal Funding
SEEDCompany Stage
Enterprise Software, FintechIndustries
11-50Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Company Equity
Risks
AI-driven competitors threaten Keeper's market share in bookkeeping solutions.
Rapid tech advancements require Keeper to continuously innovate to stay competitive.
Data privacy concerns could impact Keeper's reputation and client trust.
Differentiation
Keeper offers a unique client portal for streamlined communication and reporting.
The platform focuses on improving quality control and process efficiencies for bookkeepers.
Keeper is praised for its exceptional customer service in the fintech sector.
Upsides
Integration with AI tools enhances Keeper's financial data insights and reporting.
Remote work trends boost demand for Keeper's digital collaboration solutions.
Cloud adoption in accounting offers expansion opportunities for Keeper's services.
Related Jobs
RemoteRemoteInsurance Sales Representative, Bilingual
Kin InsuranceSalary not specified
RemoteLicensed Sales Agent (Property & Casualty, Personal Lines)
Kin InsuranceSalary not specified
RemoteBilingual Sales Representative (remote)
Colibri GroupSalary not specified
- Full Time
- Mid-level (3 to 4 years)
RemoteBilingual Licensed Customer Service Agent
Kin Insurance$48,000 - $50,000/year
- Full Time
- Entry Level & New Grad