Outbound/Inbound Contact Center Representative

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Phil-Am Agency

WebsiteLinkedInAll Job Openings

1 - 1 employees

🛡️ Insurance

⚕️ Healthcare Insurance

🤝 B2B

Insurance • Healthcare Insurance • B2B

Phil-Am Agency is an insurance agency and agency-support platform that helps independent insurance agents grow their businesses. They provide contracting with top carriers (Medicare Advantage & Supplements, ACA, life, and supplemental products), training (1:1 and group), marketing support, business planning, and technology tools such as CRM integrations, automation, lead nurture, and real-time dashboards. Phil-Am emphasizes agent ownership of their book (an Immediate Release policy), partnership opportunities, and operational support (including enrollment integrations and notary/final-expense services) aimed at agents and sub-agencies serving seniors and multicultural communities.

📋 Description

• Make outbound calls, sms, email, and chats to prospective donors using provided scripts and guidelines. • Clearly and effectively communicate the purpose of the campaign and the impact of donations. • Build rapport with donors, answer questions, and address concerns professionally. • Maintain accurate records of donor interactions and contributions in the CRM system. • Achieve or exceed daily and weekly call and fundraising targets. • Handle rejection gracefully while staying motivated and positive. • Collaborate with team members and participate in training sessions to improve techniques and performance. • Update donor data and act as a retention specialist to retain giving.

🎯 Requirements

• Previous experience in sales, fundraising, customer service, or a contact center environment is a plus. • Strong verbal communication and active listening skills. • Ability to handle high call volumes while maintaining a positive attitude. • Persuasive, empathetic, and able to connect with a diverse audience. • Basic computer skills and familiarity with CRM systems. • Goal-oriented and self-motivated to meet and exceed targets. • High school diploma or equivalent required. • Ability to work with little to no supervision, a self-starter mentality.

🏖️ Benefits

• Competitive hourly pay • Paid training to ensure your success • Opportunities for growth within the organization • A supportive team environment dedicated to making a difference