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Contact Center Insurance Representative Role

Western Financial Group
Full Timemid
CAPosted April 19, 2026

Job Description

Join as an Insurance Representative in a vibrant contact center. Proactively support customers while managing calls and creating sales opportunities—perfect for those looking for remote flexibility.

Your role is centered around assisting customers in a high-volume environment. You'll manage call queues, respond to inquiries aiming for quick resolutions, and drive sales through effective communication. Prior experience in insurance or customer service is beneficial, along with a Level 2 General Insurance License.

Key Responsibilities:

  • Maintain low wait times on incoming calls
  • Resolve customer inquiries with efficiency
  • Maximize sales on each interaction
  • Quickly access necessary information online
  • Conduct outbound calls for renewals and assessments

Requirements

  • Level 2 General Insurance License required
  • 2-3 years in a relevant sales or service role
  • Excellent communication and phone skills
  • Comfortable with database navigation
  • Previous insurance and call center experience preferred

Utilize your customer service expertise to enrich client relationships and contribute to a supportive, impactful work culture.

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