MarketSource

Role Description Responsible for connecting with existing and potential customers while working hard to connect people to products and services they want; determine the customer’s needs and be able to recognize opportunities to make a sale; support the team with quality assurance; responsible for maintaining client product knowledge and developing assigned staff to achieve individual, company and client goals. Responsibilities - Connect with existing and potential customers while ensuring adherence to corporate and department policies and procedures. - Determine the customer’s needs and recognize opportunities to make a sale. - Maintain client product knowledge and develop assigned staff to achieve individual, company and client goals. - Work with supervisor to establish daily objectives and prioritize workload, ensuring deadlines are met. - Support the quality performance of assigned staff by providing accurate responses to questions during call processing. - Lead and participate in processing various incoming and outgoing sales focused phone calls for assigned clients and programs. - Establish a good working relationship with team members and department contacts. - Deliver sales presentations and overcome objections to sell products and services while working towards a sales quota and commission. Team Development - Maintain client product knowledge and develop assigned staff to achieve individual, company and client goals. - Review all training and product related material, ensuring accuracy. - Schedule training sessions and organize all required training materials. - Develop assigned staff product, process and procedure knowledge through initial and ongoing training. - Enhance assigned staff sales skills utilizing coaching techniques. - Improve assigned staff call processing skills to exceed client expectations. - Provide assigned staff with regular feedback on their individual performance and call quality. - Improve assigned staff morale by creating and maintaining a winning environment. Floor Assistance - Support the quality performance of assigned staff by providing accurate responses to questions during call processing. - Assist assigned staff with procedure questions and use of computer and telephone equipment. - Assist assigned staff with problem or irate callers to ensure client’s service requirements are met. - Notify supervisor of all equipment failures and data processing errors. General Associate Job Responsibilities - Exercise exceptional customer service skills in an effort to optimize each contact with the customer. - Ensure that calls are processed in strict adherence to established policies, procedures, and quality standards. - Assist in resolving routine program quality issues by identifying issues and researching in a timely manner. - Maintain required documentation in an accurate and timely manner. - Maintain strict confidentiality of information provided by customers. - Establish and maintain a professional relationship with internal/external customers. - Escalate to supervisor any situation outside the employee’s control that could adversely impact services. Related Duties as Assigned - The job description documents the general nature and level of work but is not intended to be a comprehensive list of all activities. - Job incumbents may be asked to perform other duties as required. - Reasonable accommodations may be made to enable individuals with disabilities to perform the functions outlined. Core Competencies - Problem Solving and Decision Making - Attention to Detail & Multi-Tasking - Planning & Organizing Work - Basic Computer Knowledge & Orientation Toward Technology - Basic and Applied Mathematical Skills - Willing to Learn - Communication Skills - Customer Service Orientation Qualifications - Must be 18 years or older. - High School Diploma or GED required. - Additional education may be required based on individual projects and/or locations. - Ability to pass standardized interview and score acceptably on job-related testing assessments. - Ability to work flexible schedules, which may include working at least one weekend day. - Ability to clearly communicate using a clear, distinct voice. - May need to be bilingual in English, Spanish, French, etc. Benefits - Medical, dental & vision. - 401(k)/Roth. - Insurance (Basic/Supplemental Life & AD&D). - Short and long-term disability. - Health & Dependent Care Spending Accounts (HSA & DCFSA). - Transportation benefits. - Employee Assistance Program. - Time Off/Leave (PTO, Vacation or Sick Leave). Additional Information MarketSource and Salelytics is an Equal Opportunity Employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Role Description The Licensed Agent Seasonal is responsible for connecting with our client’s existing and potential members/customers while working on projects requiring strong customer service and sales skills to assist members and customers with plan modifications, updates, clarifications, and/or escalations to deliver best-in-class customer service to drive member engagement and retention. - Processing various incoming and outgoing phone calls for assigned clients and programs focused on customer service and/or sales in accordance with policies, procedures, quality standards, and federal laws and regulations. - Call processing includes but is not limited to: - Uncovering member concerns - Presenting solutions - Processing enrollment applications - Overcoming member objections - Transitioning between script elements - Asking for sales - Obtaining, entering, and verifying member information (e.g. names, addresses, etc.) - Answering questions - Resolving issues and providing Member service - Depending on client requirements, either present offers by reading scripted presentations verbatim or paraphrasing and customizing the presentations based off product summary information. - Maintain strict confidentiality of information provided by customer or data accessed within assigned systems. - Ability to handle member/customer inquiries and escalate as appropriate to supervisor those situations outside the Agent’s control. - Maintain all licensing and continued education requirements. Qualifications - Establish and maintain a professional relationship with internal/external customers, team members and department contacts. - Maintain excellent product knowledge regarding product offers, pricing and upsells. - Ability to manage multiple channels of communication, including inbound and outbound phone, email, chat and paper. - Ability to move between varying types of inquiries within the same shift. - Possess a command of the English language with strong written and verbal communication and rapport building skills. - Absorb new information and have the flexibility to adapt to new processes rapidly. - Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education. - Ability to multitask across multi-functional work. - Aptitude for understanding details of insurance or complex information. - Takes initiative and demonstrates active listening and strong problem-solving skills. - Demonstrating sustained confidence and resilience during challenging interactions with the ability to de-escalate as needed. Requirements - High School diploma or GED required; additional education may be required based on individual projects and/or locations assigned. - Must have ability to be licensed and appointed by assigned client in all operating jurisdictions. - Minimum one year of telemarketing, appointment setting experience, one year of Customer Service experience solving customer problems and/or one year of experience in an office setting environment using the telephone or computer as the primary instruments to perform specific job duties. - Strong consultative service and/or sales background. - Experience using Internet, Window applications (Word, Excel) and email services (Outlook). - Based on program assignment, including project and/or location of project assigned, may need to be bilingual in English, Spanish, French, or other languages as designated. Benefits - Medical, dental & vision - 401(k)/Roth - Insurance (Basic/Supplemental Life & AD&D) - Short and long-term disability - Health & Dependent Care Spending Accounts (HSA & DCFSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)

Role Description The Sales Associate is responsible for connecting with existing and potential customers while working on projects requiring strong sales skills to convert the call to a sale with an emphasis on sales. Sales agents are responsible for processing various incoming and outgoing sales-focused phone calls for assigned clients and programs in accordance with policies, procedures, quality standards, and federal laws and regulations. - Connect with existing and potential customers while ensuring adherence to corporate and department policies and procedures. - Process various incoming and outgoing sales-focused phone calls for assigned clients and programs. - Call processing includes: - Presenting offers - Overcoming caller objections - Transitioning between script elements - Asking for sales - Obtaining, entering, and verifying customer information (e.g., names, addresses, credit card numbers) - Answering questions, resolving issues, and providing customer service - Present offers by reading scripted sales presentations verbatim or paraphrasing based on product summary information. - Maintain established quality and completed calls per hour goals while supporting program goals and objectives. - Maintain excellent product knowledge regarding product offers, pricing, and upsells. - Exercise exceptional customer service skills to optimize each contact with the customer. - Ensure calls are processed in strict adherence to established policies, procedures, quality standards, and applicable federal laws and regulations. - Assist in resolving routine program quality issues by identifying issues and researching in a timely manner. - Maintain required documentation in an accurate and timely manner using established systems. - Maintain strict confidentiality of information provided by customers or data accessed within assigned systems. - Establish and maintain a professional relationship with internal/external customers, team members, and department contacts. - Escalate to supervisor any situation outside the employee’s control that could adversely impact the services being provided. Qualifications - Ability to work flexible schedules, which may include working weekends. - Based on program, may need to be bilingual in English, Spanish, French, etc. Requirements - Minimum High School education/GED. - Additional education and/or experience requirements may be required based on specific program. - Passing program-specific assessments required. Benefits - Medical, dental & vision - 401(k)/Roth - Insurance (Basic/Supplemental Life & AD&D) - Short and long-term disability - Health & Dependent Care Spending Accounts (HSA & DCFSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)

Role Description The Licensed Agent Seasonal is responsible for connecting with our client’s existing and potential members/customers while working on projects requiring strong customer service and sales skills to assist members and customers with plan modifications, updates, clarifications, and/or escalations to deliver best-in-class customer service to drive member engagement and retention. - Processing various incoming and outgoing phone calls for assigned clients and programs focused on customer service and/or sales in accordance with policies, procedures, quality standards, and federal laws and regulations. - Call processing includes but is not limited to: - Uncovering member concerns - Presenting solutions - Processing enrollment applications - Overcoming member objections - Transitioning between script elements - Asking for sales - Obtaining, entering, and verifying member information (e.g. names, addresses, etc.) - Answering questions - Resolving issues and providing Member service - Depending on client requirements, either present offers by reading scripted presentations verbatim or paraphrasing and customizing the presentations based off product summary information, allowing an opportunity to make an informed decision regarding the purchase of a product/service offer and bring member issue to resolution. - Maintain strict confidentiality of information provided by customer or data accessed within assigned systems. - Ability to handle member/customer inquiries and escalate as appropriate to supervisor those situations outside the Agent’s control. - Maintain all licensing and continued education requirements. Qualifications - Establish and maintain a professional relationship with internal/external customers, team members and department contacts. - Maintain excellent product knowledge regarding product offers, pricing and upsells. - Ability to manage multiple channels of communication, including inbound and outbound phone, email, chat and paper. - Ability to move between varying types of inquiries within the same shift. - Possess a command of the English language with strong written and verbal communication and rapport building skills. - Absorb new information and have the flexibility to adapt to new processes rapidly. - Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education. - Ability to multitask across multi-functional work. - Aptitude for understanding details of insurance or complex information. - Takes initiative and demonstrates active listening and strong problem-solving skills. - Demonstrating sustained confidence and resilience during challenging interactions with the ability to de-escalate as needed. Requirements - High School diploma or GED required; additional education may be required based on individual projects and/or locations assigned. - Must have ability to be licensed and appointed by assigned client in all operating jurisdictions. - Minimum one year of telemarketing, appointment setting experience, one year of Customer Service experience solving customer problems and/or one year of experience in an office setting environment using the telephone or computer as the primary instruments to perform specific job duties. - Strong consultative service and/or sales background. - Experience using Internet, Window applications (Word, Excel) and email services (Outlook). - Based on program assignment, including project and/or location of project assigned, may need to be bilingual in English, Spanish, French, or other languages as designated. Benefits - Medical, dental & vision - 401(k)/Roth - Insurance (Basic/Supplemental Life & AD&D) - Short and long-term disability - Health & Dependent Care Spending Accounts (HSA & DCFSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)

Role Description Responsible for managing an assigned account base while representing the client. Primary responsibilities include: - Increasing sales and market share of the brands represented. - Developing relationships with buyers and category managers. - Achieving performance objectives as assigned. - Meeting and exceeding the client's objectives, plans, and priorities. - Effectively using accounts, market, and client knowledge to successfully sell client-specific programs and initiatives. Essential Job Functions: - Execute sales calls within a designated account base to sell business plans, programs, and concepts that improve long-term business results. - Deliver client’s volume, share, and fundamental goals (Distribution, Shelving, Pricing, and Promotions). - Develop and leverage relationships with key influencers and decision-makers with assigned accounts and clients. - Provide a high level of financial stewardship. - Maintain business critical reports and processes: Product distribution list, cost, and trade fund files, promotional plans, etc. - Represent the client during category reviews acting as champion for client products/brands. - Provide timely information on product and price changes to accounts. - Assume Subject Matter Expert (SME) role for assigned brands/processes and share across the team. - Follow sales call standards and effectively orchestrate a call overage plan that meets the business needs of the client and accounts. - Maintain strict confidentiality of information provided by the client and customer. - Maintain an in-depth knowledge of the client’s products and policies. - Maintain required documentation in an accurate and timely manner using established systems. Qualifications - Ability to work independently and prioritize duties with minimal supervision to meet deadlines and objectives. - Excellent interpersonal, communication, organizational, presentation, and client relations skills. - Takes initiative, can solve complex problems, and uses critical thinking. - Ability to analyze sales and marketing information to make effective sales presentations. - At a minimum, proficient in Outlook, Excel, PowerPoint, Word, and web-based applications. - Willingness to travel as needed. Requirements - A minimum of six months of relevant experience in retail, sales, finance, or marketing, preferably in the CPG industry. Benefits - Medical, dental & vision. - 401(k)/Roth. - Insurance (Basic/Supplemental Life & AD&D). - Short and long-term disability. - Health & Dependent Care Spending Accounts (HSA & DCFSA). - Transportation benefits. - Employee Assistance Program. - Time Off/Leave (PTO, Vacation or Sick Leave).

Role Description Responsible for managing an assigned account base while representing the client. Primary responsibilities include: - Increasing sales and market share of the brands represented. - Developing relationships with buyers and category managers. - Achieving performance objectives as assigned. - Meeting and exceeding the client's objectives, plans, and priorities. Essential Job Functions: - Execute sales calls within a designated account base to sell business plans, programs, and concepts that improve long-term business results. - Deliver client’s volume, share, and fundamental goals (Distribution, Shelving, Pricing, and Promotions). - Develop and leverage relationships with key influencers and decision-makers with assigned accounts and clients. - Provide a high level of financial stewardship. - Maintain business critical reports and processes: Product distribution list, cost, and trade fund files, promotional plans, etc. - Represent the client during category reviews acting as champion for client products/brands. - Provide timely information on product and price changes to accounts. - Assume Subject Matter Expert (SME) role for assigned brands/processes and share across the team. - Follow sales call standards and effectively orchestrate a call overage plan that meets the business needs of the client and accounts. - Maintain strict confidentiality of information provided by the client and customer. - Maintain an in-depth knowledge of the client’s products and policies. - Maintain required documentation in an accurate and timely manner using established systems. - Provide assistance to assigned co-workers ensuring adherence to departmental policies and procedures. - Provide supplemental training and mentor assigned co-workers, as necessary. Qualifications - A minimum of six months of relevant experience in retail, sales, finance, or marketing, preferably in the CPG industry. Requirements - Ability to work independently and prioritize duties with minimal supervision to meet deadlines and objectives. - Excellent interpersonal, communication, organizational, presentation, and client relations skills. - Takes initiative, can solve complex problems, and uses critical thinking. - Ability to analyze sales and marketing information to make effective sales presentations. - At a minimum, proficient in Outlook, Excel, PowerPoint, Word, and web-based applications. - Willingness to travel as needed. Benefits - Medical, dental & vision. - 401(k)/Roth. - Insurance (Basic/Supplemental Life & AD&D). - Short and long-term disability. - Health & Dependent Care Spending Accounts (HSA & DCFSA). - Transportation benefits. - Employee Assistance Program. - Time Off/Leave (PTO, Vacation or Sick Leave).

Role Description MarketSource is a sales acceleration company focused on delivering better outcomes for many of the world’s most iconic brands. We design, operationalize, and execute managed sales and customer experience solutions for companies in B2B and B2C environments. Our solutions are purpose-built and tech-enabled to deliver measurable improvements in business outcomes. We live by a set of people-focused values that guide our relationships with each other and with our clients. By putting people first, working together to make others successful, and establishing a rich and empowered work culture, we create opportunities for our people and the businesses we serve to be successful. Responsibilities - Proactively engages and educates consumers on the benefits of purchasing the products and services of the client. - Qualifies the consumer to determine if they are the right profile for purchasing the products and services of the client. - Performs demonstrations of the client’s products to allow the consumer to fully understand the benefits of the products. - Convinces the consumer to schedule a “Free” in-home consultation with the client’s sales team. - Collects and enters appropriate consumer and competitive data required by the client into a MarketSource work order system. Qualifications - Ability to meet deadlines with little supervision (Self-starter). - Strong written and verbal communication skills. - Proficient with Microsoft Excel, Word, and PowerPoint. - Strong organizational, analytical, and problem-solving skills. - Understanding of business systems, business processes, and client expectations. - Proactive, self-motivated, entrepreneurial attitude. - Working knowledge with the Internet and web-based data collection and reporting. Requirements - High School Diploma or GED required. - 2 years minimum lead generation or retail sales experience. - 2 years minimum experience in successful support roles. - Must be available to work primarily on weekends. Benefits - Medical, dental & vision. - 401(k)/Roth. - Insurance (Basic/Supplemental Life & AD&D). - Short and long-term disability. - Health & Dependent Care Spending Accounts (HSA & DCFSA). - Transportation benefits. - Employee Assistance Program. - Time Off/Leave (PTO, Vacation or Sick Leave).

Role Description Responsible for receiving and processing incoming and outgoing phone calls/emails/chats and paper inquiries and complaints for assigned clients and programs in accordance with corporate and department policies, procedures, quality standards, and applicable laws and regulations. - Perform calls to businesses and consumers to assess and qualify new prospects and address customer inquiries. - Establish a good working relationship with team members and department contacts to improve overall service. Customer Care and Technical Job Functions - Connect with customers to resolve and find solutions to issues of a general and/or technical nature. - Exercise exceptional communication skills to optimize each contact with customers. - Process incoming and outgoing focused phone calls to collect information, investigate issues, or troubleshoot problems. - Research and resolve issues within the scope of responsibility. - Obtain, enter, and verify customer information in designated systems. - Document customer notes with clear, concise explanations in a timely manner. - Maintain established quality, calls/interactions per hour, and response time metrics. - Maintain excellent product knowledge and stay informed with training updates. - Follow proper escalation pathways determined by each program. - Escalate to Manager any situation that could adversely impact the Company or MarketSource. - Handle customer support inquiries and complaints. - Manage multiple channels of communication, including inbound and outbound phone, email, chat, and paper. - Move between varying types of inquiries within the same shift. Customer Retention/Generation/Qualification - Perform calls to businesses and/or consumers to qualify prospects, generate leads, or retain customers. - Optimize each contact by outlining opportunities and benefits of pursuing a relationship with assigned clients. - Document interactions based on client specifications in an accurate and timely manner. - Maintain established calls per hour and response time metrics. General Associate Job Responsibilities - Exercise exceptional customer service skills to optimize each contact with customers. - Process calls in strict adherence to established policies, procedures, and quality standards. - Assist in resolving routine program quality issues by identifying and researching issues. - Maintain required documentation in an accurate and timely manner. - Maintain strict confidentiality of information provided by customers. - Maintain in-depth knowledge of assigned client's products and services. - Establish and maintain professional relationships with internal/external customers. - Escalate to supervisor any situation outside the employee’s control. Related Duties as Assigned - Job incumbents may be asked to perform other duties as required. - Reasonable accommodations may be made to enable individuals with disabilities to perform the functions outlined. Qualifications - Ability to demonstrate internet-based, multi-screen computer navigation with ease. - Ability to demonstrate handheld, wireless device navigation and troubleshooting capabilities. - Ability to demonstrate customer engagement soft skills. - Ability to demonstrate understanding of the FDA regulated, Healthcare environment. - Minimum 6 months Healthcare experience or 6 months customer service experience, preferably in a call-center environment. - Preferred technical troubleshooting experience. - Preferred customer service experience. Benefits - Medical, dental & vision. - 401(k)/Roth. - Insurance (Basic/Supplemental Life & AD&D). - Short and long-term disability. - Health & Dependent Care Spending Accounts (HSA & DCFSA). - Transportation benefits. - Employee Assistance Program. - Time Off/Leave (PTO, Vacation or Sick Leave). Company Description MarketSource is a sales acceleration company focused on delivering better outcomes for many of the world’s most iconic brands. We design, operationalize, and execute managed sales and customer experience solutions for companies in B2B and B2C environments.

Role Description Responsible for overall performance and profitability of assigned Client Operations group establishing an excellent working relationship with assigned client contact; continuously strive to improve the level of overall service that MarketSource is providing while ensuring a balance of optimum productivity and service level goals are maintained at all times and ensuring adherence to company policies and procedures; review contract and RFP ensuring total understanding of scope of services being provided and financial and contractual parameters agreed upon ensuring assigned staff understand the unique needs of assigned client and how to exceed each client's expectations; proactively oversee the activities involved in quality resolution of performance and profitability issues relating to assigned client. - Establish an excellent working relationship with assigned client and continuously strive to improve the level of overall service that MarketSource is providing. - Serve as a client advocate ensuring quality and delivery of service ensuring all client or internal issues are followed through to resolution in a timely manner. - Oversee employees (as applicable, production, staff, etc) performance to ensure a balance of optimum productivity and service level goals are maintained at all times. - Devise performance improvement measures and incentives, track and report results, and revise improvement programs or input on training to ensure all goals are met or exceeded successfully. - Implement changes in procedures, provide improvement feedback, or issue directives as necessary to assist in meeting goals and objectives. - Coach, develop, and mentor subordinates to achieve quality performance while continuing to develop personal management skill necessary to lead staff and handle unique management challenges. - Ensure that employee training is effectively conducted for all positions throughout assigned area of responsibility. - Oversee performance assessment and management of assigned employees in a timely and accurate manner while adhering to department policies and procedures and perform analysis of performance assessment to provide actions plans to identify and resolve issues in a timely manner. - Provide consultative advice to client regarding advance program functions which may include capabilities, ability to integrate programs (e.g., interactive, operator, sales, etc.) and available telecommunication features. - Act as liaison between internal and external technical departments, client, and assigned client representative, as necessary. - Assist in projecting department staffing levels necessary to meet customer expectations. - Assist program leadership with reviewing all charges and ensuring they are accurate for respective portion of annual budget. Qualifications - Must be proficient with Microsoft. - Strong analytical and decision-making skills. - Excellent written, oral, and virtual communication skills. - Excellent collaboration, team building and facilitation/training skills. - Proficient in MS Office (Word, Excel, PowerPoint, etc.). - Ability to prioritize, organize, problem solve, meet deadlines and goals. - Demonstrated ability to work in a team-oriented environment that is fair, open, and honest. - Ability to tackle complex issues and develop innovative and practical solutions. - Action and detail oriented; able to prioritize while handling multiple tasks. Requirements - Bachelor’s degree in business administration, marketing, related field, or equivalent experience in lieu of degree. - Minimum 1 year supervisory or leadership experience. - Demonstrated experience with increasing responsibility in business-to-business environment in sales, management, operations, MIS, client services or related field. - Familiarity with Korn Ferry/Miller Heiman Strategic and Conceptual Selling or similar strategy highly desired. - Minimum 20% travel to client locations with overnight stay. - Based on assigned client and sites domestic and/or international travel may be required. - Remote or in-office work is based on location assigned. Benefits - Medical, dental & vision. - 401(k)/Roth. - Insurance (Basic/Supplemental Life & AD&D). - Short and long-term disability. - Health & Dependent Care Spending Accounts (HSA & DCFSA). - Transportation benefits. - Employee Assistance Program. - Time Off/Leave (PTO, Vacation or Sick Leave).

Role Description The Licensed Agent Seasonal is responsible for connecting with our client’s existing and potential members/customers while working on projects requiring strong customer service and sales skills to assist members and customers with plan modifications, updates, clarifications, and/or escalations to deliver best-in-class customer service to drive member engagement and retention. - Processing various incoming and outgoing phone calls for assigned clients and programs focused on customer service and/or sales in accordance with policies, procedures, quality standards, and federal laws and regulations. - Call processing includes but is not limited to: - Uncovering member concerns. - Presenting solutions. - Processing enrollment applications. - Overcoming member objections. - Transitioning between script elements. - Asking for sales. - Obtaining, entering, and verifying member information (e.g. names, addresses, etc.). - Answering questions, resolving issues, and providing Member service. - Depending on client requirements, either present offers by reading scripted presentations verbatim or paraphrasing and customizing the presentations based off product summary information. - Maintain strict confidentiality of information provided by customer or data accessed within assigned systems. - Ability to handle member/customer inquiries and escalate as appropriate to supervisor those situations outside the Agent’s control. - Maintain all licensing and continued education requirements. Qualifications - Establish and maintain a professional relationship with internal/external customers, team members, and department contacts. - Maintain excellent product knowledge regarding product offers, pricing, and upsells. - Ability to manage multiple channels of communication, including inbound and outbound phone, email, chat, and paper. - Ability to move between varying types of inquiries within the same shift. - Possess a command of the English language with strong written and verbal communication and rapport-building skills. - Absorb new information and have the flexibility to adapt to new processes rapidly. - Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education. - Ability to multitask across multi-functional work. - Aptitude for understanding details of insurance or complex information. - Takes initiative and demonstrates active listening and strong problem-solving skills. - Demonstrating sustained confidence and resilience during challenging interactions with the ability to de-escalate as needed. Requirements - High School diploma or GED required; additional education may be required based on individual projects and/or locations assigned. - Must have ability to be licensed and appointed by assigned client in all operating jurisdictions. - Minimum one year of telemarketing, appointment setting experience, one year of Customer Service experience solving customer problems and/or one year of experience in an office setting environment using the telephone or computer as the primary instruments to perform specific job duties. - Strong consultative service and/or sales background. - Experience using Internet, Windows applications (Word, Excel), and email services (Outlook). - Based on program assignment, including project and/or location of project assigned, may need to be bilingual in English, Spanish, French, or other languages as designated. Benefits - Medical, dental & vision. - 401(k)/Roth. - Insurance (Basic/Supplemental Life & AD&D). - Short and long-term disability. - Health & Dependent Care Spending Accounts (HSA & DCFSA). - Transportation benefits. - Employee Assistance Program. - Time Off/Leave (PTO, Vacation or Sick Leave).