Agent Transfer Specialist
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Job Location:
Tupelo, MS - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years AmeriLife has been a leader in the development marketing and distribution of annuity life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The Agent Transfer Specialist at Brock Partners is responsible for initiating and receiving calls engaging prospective clients and maintaining the conversation until a licensed agent is available to take over. This role is essential to maximizing sales opportunities by ensuring a smooth and successful handoff to agents.Job Description
Key Responsibilities
- Make outbound calls to warm and cold leads to initiate contact and verify interest.
- Receive inbound calls and gather basic client information before transferring.
- Keep clients engaged and on the line until an agent is ready.
- Follow approved scripts and maintain compliance with internal and carrier guidelines.
- Transfer qualified prospects to licensed agents in real time.
- Document call activity outcomes and transfer metrics in CRM systems.
- Communicate effectively with agents regarding lead flow and call status.
- Perform daily lead follow-ups and assist with re-dials and priority lead management.
Qualifications
- Call center telemarketing or phonebased customer service experience preferred.
- Strong verbal communication skills and ability to quickly build rapport.
- Comfortable managing high call volume in a fastpaced environment.
- Positive attitude strong work ethic and reliability.
- Basic computer proficiency and ability to navigate CRM or call management systems.
About Brock Partners
Brock Partners supports independent agents nationwide with training tools and operational resources to help them grow in the Medicare and health insurance markets. The organization values integrity service and agent-focused support.
What AmeriLife Offers
A comprehensive benefits package that includes PTO medical dental vision retirement savings disability insurance and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race color religion creed sex (including pregnancy childbirth breastfeeding or related medical conditions) sexual orientation gender identity or expression age national origin ancestry disability genetic information marital status veteran or military status or any other protected characteristic under applicable federal state or local law. We are committed to providing an inclusive equitable and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process please contact us at .
Pay Transparency Statement
We are committed to pay transparency and equity in accordance with applicable federal state and local laws. Compensation for this role will be determined based on skills qualifications experience and market factors. Where required by law the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information such as benefits bonuses and commissions will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about discussing or disclosing their pay or the pay of another employee or applicant as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening which may include employment verification education verification criminal history check and other job-related inquiries as permitted by law. All screenings are conducted in accordance with applicable federal state and local laws and information collected will be kept confidential. If any adverse decision is made based on the results applicants will be notified and given an opportunity to respond.
Required Experience:
IC
