Inbound Sales Representative

Posted 2026-05-06
Remote, USA Full-time Immediate Start

AGIA Affinity, a DOXA company, is a growing insurance and benefits marketing partner. The Inbound Sales Representative is responsible for selling, servicing, and retaining WRS products while providing excellent customer service and support to clients.


Responsibilities

  • Advisors to take a strategic, member-focused approach to selling non-insurance products through both inbound and outbound interactions
  • Leverage consultative sales techniques to actively identify member needs, uncover opportunities, and present personalized solutions that deliver value and enhance the overall member experience
  • Answer incoming calls from plan holders/policy holders, ensuring that all inquiries and issues are handled effectively, in a timely manner, and with a customer service focus
  • Promote AGIA customer service values by being courteous, professional and prompt in all customer interactions
  • Adhere to quality program metrics and achieve quality performance levels
  • Update and maintain customer billing and coverage information in appropriate administrative systems
  • Process and fulfill customer requests following approved procedures
  • Save and retain customers by identifying relevant reasons and concerns regarding requests to discontinue policies
  • Maintain up to date knowledge on insurance and non-insurance products to ensure customer satisfaction and maximize sales opportunities (e.g. marketing information, new product information)
  • Resolve member complaints and concerns through active listening, empathy, and professionalism
  • Establish member needs through enhanced probing techniques in order to promote and recommend approved products based on member interests to establish long term value
  • Share successes and new ideas with team members in order to achieve both individual and team goals
  • Perform other miscellaneous functions and special projects as assigned

Skills

  • High school diploma or equivalent
  • Minimum 1 year of high volume customer call center
  • Minimum 1 year of telephone or sales experience preferred
  • Knowledge of call center customer service principles and practices
  • Knowledge of sales principles and practices
  • Knowledge of call center environment and expectations
  • Ability to work in a fast-paced, high call center environment
  • Proven ability to maintain composure in stressful situations and manage/diffuse concerned customers
  • Basic proficiency in MS Office
  • Minimum 1 year of telephone or sales experience preferred

Benefits

  • Health benefits including medical, dental, and vision
  • 401K with 100% company match up to 3% of your annual income and an additional 50% match on the next 2% of income
  • Prefunded optional FSA
  • 100% covered Life Insurance
  • Accidental Death and Dismemberment Insurance
  • Short Term/Long Term Disability
  • $250 Wellness Benefit

Company Overview

  • We’re inspired by organizations with a passion for their mission, and a commitment to their members. It was founded in 1956, and is headquartered in Carpinteria, California, USA, with a workforce of 201-500 employees. Its website is https://www.agia.com.

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