Insurance Customer Service and Outreach (Remote) (Bogotá)

Insurance Customer Service and Outreach (Remote) (Bogotá)

28 may
|
Outsource Plug
|
Bogotá

28 may

Outsource Plug

Bogotá

**Note**: Please send us an ENGLISH copy of your resume.

**Key Responsibilities**:

- **Lead Outreach for Renewals**:

- Contact existing clients whose health insurance policies are nearing expiration.
- Explain policy details, answer questions, and assist clients in renewing or updating their plans.
- **Sales Generation**:

- Engage potential leads via calls to inform them about health insurance products.
- Analyze client needs to offer tailored policy options that meet their health and budgetary needs.
- **Follow-Up and Lead Management**:

- Conduct follow-up calls with leads who have shown interest but not yet completed the renewal or purchase.
- Track and manage all communications and updates in CRM systems.
- **Record-Keeping and Reporting**:

- Maintain accurate records of client interactions, renewals, and sales in CRM.
- Prepare regular reports on renewal rates, lead conversion, and overall sales performance.

**Qualifications**:





- Proven experience in sales or customer service, preferably in the insurance industry.
- Familiarity with CRM software and proficiency in using digital communication tools.
- Strong communication and negotiation skills.
- Ability to manage multiple leads efficiently and stay organized.
- Bilingual (English and Spanish)

**Job Types**: Full-time, Part-time

Expected hours: 20 - 40 per week

Application Question(s):

- Do you have professional Customer Service experience? If yes, how many years now?
- Do you have any professional experience or background in the Insurance industry?
- Do you have any experience using CRM tools? (Example: HubSpot, Zoho, Salesforce, Zendesk, Pipedrive)
- What is your expected hourly rate in US dollars for this position?

📌 Insurance Customer Service and Outreach (Remote) (Bogotá)
🏢 Outsource Plug
📍 Bogotá

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