Insurance Engagement Specialist

Job Summary:
The Insurance Engagement Specialist is responsible for initiating contact with prospective clients, engaging them in meaningful conversations, and vetting leads to determine their insurance needs before referring qualified prospects to the sales producers. This role requires excellent communication skills, professionalism, and a persuasive approach to build rapport, educate prospects, and facilitate a smooth transition to the sales team.

Key Responsibilities:  

Make outbound calls to incoming and target leads to establish initial contact and build trust.
Engage prospects with professionalism, enthusiasm, and persuasive communication to assess their insurance needs.
Vet leads by asking insightful questions to determine their eligibility, needs, and level of interest.
Provide general information about insurance options and benefits to the prospects.
Maintain accurate and detailed records of all interactions and lead statuses in the CRM system.
Collaborate closely with the insurance sales team to ensure seamless lead handoff and follow-up.
Stay informed about company insurance products, industry regulations, and competitive offerings.
Meet or exceed daily, weekly, and monthly engagement and qualification goals.

Qualifications and Skills:  

Excellent verbal communication, with a natural gift of gab and persuasive abilities.
Professional and personable demeanor, with the ability to build rapport quickly.
Strong work ethic, goal-oriented, and self-motivated.
Detail-oriented with excellent organizational skills.
Previous experience in insurance, sales, customer service, or a related field preferred.
Proficiency with CRM platforms, telecommunication tools, and MS Office Suite.