TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. The Sales Agent works directly with consumers in a call center setting to help them obtain new policies, providing information on coverage options and maintaining compliance with quality assurance requirements.
Responsibilities
- Contacts and qualifies prospective customers and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances
- Communicates professionally with customers to explain policies, show value of brand(s) represented, follow-up as necessary to sell appropriate plans or policies
- Calculates and/or quotes premium rates for recommended policies
- Develops and maintains thorough product knowledge
- Demonstrates a high degree of integrity and follows compliance/quality assurance requirements
- Utilizes client and/or company-provided computer systems to perform accurate and timely data entry and submit applications
- Follows scripts and designated sales processes to complete sales in a compliant and effective manner
- Actively participates in training and coaching on an ongoing basis to improve performance
- Other duties may be assigned
Skills
- Life and/or Health insurance license
- Ability to communicate professionally with customers
- Ability to explain policies and show value of brand(s) represented
- Ability to calculate and/or quote premium rates for recommended policies
- Demonstrates a high degree of integrity and follows compliance/quality assurance requirements
- Utilizes client and/or company-provided computer systems for accurate and timely data entry
- Follows scripts and designated sales processes to complete sales in a compliant and effective manner
- Actively participates in training and coaching on an ongoing basis to improve performance
- Experience in hospitality, teaching, marketing, or other fields
- No prior experience in the insurance industry required
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Company Overview
TRANZACT is a provider of sales and marketing services to insurance companies. It was founded in 1997, and is headquartered in Fort Lee, New Jersey, USA, with a workforce of 1001-5000 employees. Its website is http://www.tranzact.net.