The Policy Dialer’s core purpose is to reignite the clients drive to protect their families and take them through the finish line to active coverage. This is done by providing a empathetic, guiding and educational experience during the policy acceptance process. The Policy Dialer will be responsible for making outbound calls to the client and working tasks to overcome obstacles that are preventing the client from accepting the policy.

Why Zander?
As we settle into 2023, most of us could use a fresh start. What better way to do that than with a rewarding new career? We know these past few months have been hard, which is why we’ve continued to offer all of our employees the best benefits package in the industry and celebrate our successes every chance we get. From Employee Appreciation Week to fun (and safe!) team-building activities, culture is a top priority here at Zander. Come see for yourself!

What we have to offer:

• Health and dental insurance paid 100% by Zander
• Meaningful work protecting families
• Work from the comfort of your home
• Employee Stock Ownership Plan after one year
• Base salary plus bonuses
• All leads provided (no cold-calling or prospecting)
• 5% dollar-for-dollar matching on your 401(k)
• Generous paid time off
• Growth and leadership opportunities – we promote from within

And much more!

Your role in protecting families will include:

• Works with excel reports to create and schedule call list for the day.
• Makes upwards of 150 outbound calls per day via automatic dialing system.
• Assists client in completing requirements needed for activating coverage.
• Troubleshoots policy delivery and activation issues.
• Communicates with client, company, and team with the goal of ensuring clients success in accepting the policy and resolving any complaints.
• Audits carrier websites for incomplete, active, and pending files.
• Provides customer service care to the client such as providing empathy, guidance, education, and expectations.
• Aids in CSR report follow up which may include phone call and email correspondence to carrier and client.

Who you are:
As unemployment continues to rise, we welcome candidates from all backgrounds, including the service, tourism, and hospitality industries. If you’re hard-working, positive, and have the heart of a teacher, we’ll help you grow as a professional so that you excel here at Zander.

• You have a High School Diploma or equivalent.
• You have a typing speed of at least 40 WPM
• You are a critical thinker with excellent analytical skills
• You have inbound/outbound call center and customer service experience in roles requiring the use of persuasion
• You are experienced with Microsoft Office (particularly Excel)
• You have 1 year of experience in the insurance industry
• You have 3 years of customer service experience in an office setting
• You have demonstrated experience in the following:
  • Managing multiple projects
  • Strong written and oral communication skills with excellent analytical skills
  • Working in a fast-paced, team-oriented, and deadline-oriented environment
• You are reliable, adaptable, and compassionate
• You have the ability to work from home
• Bonus points if you have sales experience in insurance or financial services

ESSENTIAL FUNCTIONS:

These essential functions are representative of those that must be met by an employee to successfully perform the physical aspects of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

• Use of office equipment including personal computer, multiple screens, printer, fax machine, scanner and telephone;
• The employee is occasionally required to use hands and fingers to operate, handle, and reach;
• Specific vision abilities required by this job include close vision and the ability to adjust focus;
• Communicate effectively in English, writing and verbally in person, via email, video meetings and telephone;
• Communicate effectively via telephone for extended periods of time, up to 7 hours per day;
• Ability to pay attention, listen actively, analyze problems and evaluate options, focused on task, multi-task, decision making, and engage appropriately;
• Ability to appropriately handle stress in a fast-paced environment and interact appropriately with others;
• Sit & stand for extended periods of time up to 7 hours per day;
• Must be able to walk up and down stairs (there are no elevators in the 2-story main office building);
• Physical, consistent attendance during normal working hours within a standard 40-hour workweek, as many of the job duties are time sensitive and most effectively and efficiently resolved only through required immediate communication; additional hours may be required;
• The noise level in the work environment is usually moderate to loud.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.