Telesales Engagement Agent

Title: Telesales Engagement Agent
Location: Onsite – FL
Job Summary
The Telesales Engagement Agent for Commercial U65 is an entry-level sales and engagement role focused on member engagement campaigns and selling health and ancillary products through inbound and outbound calls.
The Telesales Engagement Agent is responsible for communicating specific messaging on various engagement campaigns throughout the year. As directed, the agent may also engage in sales by reaching decision-makers, completing needs analyses, and converting prospects into members.
This position requires using multiple systems to analyze customer records and submitting accurate data through the Customer Relationship Management (CRM) tool. The role also focuses on managing lead lists and matching leads with appropriate products.
The essential functions listed represent the major duties of this role. Additional duties may be assigned.

Key Responsibilities
Engagement

• Facilitate member outreach on specified engagement campaigns throughout the year through inbound and outbound calling, accurately documenting call outcomes in the CRM.

• Drive member engagement by educating members on plan-specific benefits, encouraging plan utilization, and ensuring members pay premiums on time.

• Work outbound campaigns using manual lists provided by management or through the automated telephonic system.

• Answer questions and make changes to existing policies as needed.

• Deliver a best-in-class customer experience and ensure ongoing satisfaction and customer retention.

• Encourage member contact by offering scheduled callbacks as necessary.

• Demonstrate professionalism through clear, effective, and actionable communication, including verbal, written, and listening skills.

• Apply patience and empathy while adjusting communication style to match the customer’s needs.

• Maintain a high commitment to accuracy, quality, and detail-oriented work.

Sales

• Generate new customer sales and maintain existing memberships through qualified inbound and outbound calls for multiple products.

• Generate sales across all health segments, including ancillary products and other lines of business as required.

• Manage the customer lifecycle, including Acquire, Welcome, Engage, Retain, and Re-sell.

• Meet assigned sales quotas for health and ancillary products.

• Work assigned books of business, including leads, open opportunities, and additional cross-selling opportunities, to maximize sales and customer follow-up.

• Maintain regular contact with clients to support purchasing decisions and customer retention.

• Answer questions and make changes to existing policies as needed.

• Respond to customer inquiries regarding product offerings and product changes.

• Identify cross-selling opportunities with existing and new customers.

• Deliver a best-in-class customer experience and ensure ongoing satisfaction and customer retention.

• Identify and overcome buying obstacles for prospective customers and existing members.

• Drive growth by exceeding sales goals and objectives established by the management team, including new sales and retention targets.

• Meet or exceed company and client-driven metrics for sales revenue, retention rates, quality, compliance, and service levels.

Compliance

• Strive to resolve customer issues on the first call and accurately log information related to those calls.

• Follow compliant sales and engagement scripts and established procedures.

• Research and resolve disputes and problems within established guidelines.

• Complete, process, and maintain applicable paperwork and records.

Qualifications
Required

• High school diploma or GED.

• 0–1 years of related work experience.

• Excellent verbal and written communication skills, including well-developed interpersonal skills.

• Experience using computers and navigating multiple systems and screens.

• Typing skills.

• Ability to work independently and as part of a team.

• Demonstrated written and oral communication skills.

• Ability to work flexible schedules, including evenings, weekends, and holidays.

• Ability to listen, understand key information, and apply appropriate responses and actions in comparable selling situations.

• Strong attention to detail and commitment to accuracy and quality.

Preferred Skills & Experience

• Call center experience.

• Experience working in a remote environment.

• Previous experience as a telesales agent.

• Bilingual in Spanish and English preferred, but not required. Approximately 25% bilingual coverage is needed.

Why work at OpTech? 
OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply today! 
By submitting your application, you acknowledge that recruiting technologies, including AI-assisted tools, may be used to support candidate evaluation, sourcing, matching, and communications. 
OpTech is an Equal Opportunity Employer (EOE), all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.