Customer Service Representative / Lead Generation

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: TYPE OF WORK

Part Time

: SALARY

$4/hr

: HOURS PER WEEK

20

: DATE UPDATED

Aug 4, 2026

JOB OVERVIEW

Preferred Schedule:
• 20 hours per week initially
• Target schedule: Between 10:00 AM to 6:00 PM EST (with flexibility as needed)
• Potential transition to full-time within approximately 2 to 3 months, based on business growth and performance

Primary Responsibilities:
The role will primarily support my new insurance agency by handling both customer service and lead generation tasks, including:
• Servicing existing policyholders
• Answering inbound client calls and emails
• Processing certificate requests
• Completing insurance applications and ACORD forms using client-provided information
• Preparing cancellation forms and other insurance documentation for review
• Following up on renewals and obtaining required signatures
• Conducting outbound cold calls to newly registered businesses, soliciting new business, and converting them into qualified appointments
• Collecting preliminary business information before handing qualified leads over to me
• Maintaining spreadsheets and assisting with future CRM data entry
• Working knowledge of property and casualty insurance products

Candidate Profile
We're looking for candidates with:
• 2 to 3+ years of cold calling or lead generation experience
• At least 2 years of customer service experience
• Excellent verbal and written English communication skills
• A strong customer service mindset and professional demeanor
• Confidence making outbound calls while remaining consultative and personable
• Resilience and a positive attitude when handling objections

Tools & Systems
The successful candidate should be comfortable using or learning:
• Zoho CRM (training and onboarding provided.)
• OneDrive
• Google Sheets / Microsoft Excel
• VoIP phone system
• Google Meet

Performance Expectations
Success in this role will include:
• Providing responsive, high-quality customer service
• Processing service requests in a timely manner
• Making approximately 30 to 50 outbound calls per day (subject to refinement as performance is evaluated)
• Generating qualified appointments through outbound prospecting
• Accurately completing administrative and documentation tasks
• Demonstrating strong communication, initiative, and reliability
• Ad-hoc tasks as business requirements demand

SKILL REQUIREMENT

Outbound Sales Account Retention Customer Relationship Management

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Customer Service Representative / Lead Generation

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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