Seasonal Outbound Call Agent (Open Enrollment Support)

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TYPE OF WORK

Any

SALARY

PHP 40,600/month

HOURS PER WEEK

40

DATE UPDATED

Jul 24, 2026

JOB OVERVIEW

Employment Type: Seasonal Contract (via Native Teams – Employer of Record)
Contract Duration: September 28, 2026 – December 15, 2026
Compensation: PHP 40,600 per month + Performance Incentives
Schedule:
September 28 – October 31: 9:00 AM – 5:00 PM (US Central Time)
November 1 – December 15: 11:00 AM – 7:00 PM (US Central Time)

About Marketplace Insurance Exchange

The Marketplace Insurance Exchange is committed to helping individuals and families maintain their health insurance coverage by providing exceptional service throughout the Open Enrollment period.

We're looking for three (3) Seasonal Outbound Call Agents to join our team during one of the busiest and most important times of the year.

If you enjoy helping people, communicating over the phone, and working toward measurable goals, we'd love to hear from you.


About the Role

This is not a sales position.

As a Seasonal Outbound Call Agent, your primary responsibility is to contact existing clients who have not yet completed their Open Enrollment forms and assist them in completing the required paperwork to help continue their health coverage.
You'll follow up with clients through phone calls, SMS, and WhatsApp while accurately documenting every interaction.

If a client has questions regarding insurance coverage or benefits, you'll escalate the matter to the appropriate internal team or designated insurance agent.


Key Responsibilities

- Contact existing clients with incomplete Open Enrollment forms.
- Assist clients in completing their enrollment forms during the call whenever possible.
- Conduct follow-up calls, SMS, and WhatsApp messages until the enrollment process is completed.
- Make approximately 100–150 outbound calls per day.
- Document all client interactions accurately in iAgencyPal CRM.
- Update shared Excel tracking sheets with notes and status updates.
- Coordinate with internal tea ---------- mbers regarding client progress.
- Escalate complex inquiries to the appropriate tea ---------- mber or insurance agent.
- Participate in daily team huddles and coaching sessions.


What This Role Does NOT Include

To set clear expectations, this position does not involve:
- Selling insurance products
- Recommending insurance plans
- Explaining policy benefits or coverage
- Providing licensed insurance advice

Your role is to assist clients in completing their required enrollment paperwork and connect them with the appropriate representative when necessary.


Performance Expectations

Success in this role will be measured through:
- 100–150 outbound calls per day per agent
- 15 completed enrollment forms per day per agent
- Accurate CRM documentation
- Timely follow-ups
- Reliable attendance and punctuality


Qualifications

We're looking for candidates with:
- Excellent verbal and written English communication skills.
- Previous experience in customer service, outbound calling, virtual assistance, administrative support, or a similar role.
- Strong phone etiquette and active listening skills.
- Basic Microsoft Excel or Google Sheets knowledge.
- Strong organizational and documentation skills.
- Reliable high-speed internet connection.
- A quiet work environment.
- A professional headset suitable for remote work.
- Experience in healthcare or insurance is an advantage but not required.


Tools You'll Use

- iAgencyPal CRM
- Nextiva Phone System
- Microsoft Teams
- Outlook
- Shared Excel Tracking Sheets
- WhatsApp


Training & Onboarding

Comprehensive training will be provided before you begin taking calls, training includes:
- Company Overview
- HIPAA & Data Privacy
- Open Enrollment Process
- iAgencyPal CRM
- Nextiva Phone System
- Call Scripts
- Documentation Standards

Training begins on September 28, 2026.


Compensation & Benefits

- PHP 40,600 monthly salary
- Performance incentive program
- Seasonal employment through Native Teams (Employer of Record)
- Company-issued laptop provided for the duration of the seasonal contract

(A company-issued laptop will be provided to successful candidates for use throughout the duration of the seasonal contract. The laptop remains the property of Marketplace Insurance Exchange and must be returned at the end of the engagement in accordance with company policies.)


Application Process

To be considered for this opportunity, please submit the following:

1. Updated Resume

2. Video Introduction (2–3 Minutes)
- Record a short video introducing yourself in English.
- In your video, please tell us:
Introduce yourself.
Briefly describe your professional background and relevant experience.
Tell us about your experience with customer service, outbound calling, virtual assistance, or administrative support.
Share why you're interested in this seasonal opportunity.
Explain why you believe you would be a great fit for this role.

3. Mock Outbound Call Recording
Please submit a separate voice recording using the following script:

Good morning/afternoon. May I please speak with [Client's Name]?
Hi [Client's Name], my name is [Your Name], and I'm calling on behalf of Marketplace Insurance Exchange.
I'm reaching out because we noticed that your Open Enrollment form hasn't been completed yet. I'd be happy to help you complete it today if you have a few minutes available.
Completing this form helps ensure we can continue assisting you with your health coverage.
If now isn't a convenient time, I'd be happy to schedule a callback at a time that works best for you.
If you have questions about your insurance coverage or benefits, I'll make sure your designated insurance agent contacts you as soon as possible.
Thank you for your time today. We appreciate your cooperation and look forward to helping you complete your enrollment.


Join Our Team

This is an excellent opportunity to be part of a supportive, collaborative team during one of the most important campaigns of the year. If you're an excellent communicator who enjoys helping people and thrives in a fast-paced environment, we'd love to hear from you. Apply today and help us make Open Enrollment a success!

SKILL REQUIREMENT
Customer Support Phone Support Outbound Calls
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