Agent Transfer Specialist
AmeriLife, Tupelo, MS, United States
Agent Transfer Specialist
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. 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 phone-based customer service experience preferred. - Strong verbal communication skills and ability to quickly build rapport. - Comfortable managing high call volume in a fast-paced 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 HR@AmeriLife.com. 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.
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. 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 phone-based customer service experience preferred. - Strong verbal communication skills and ability to quickly build rapport. - Comfortable managing high call volume in a fast-paced 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 HR@AmeriLife.com. 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.