Client Information & Lead Routing Specialist

Insurica

  • Norman, OK
  • 4 days ago

    Highlights

    INSURICA in Norman, OK is seeking a Client Information Guide to manage inbound/outbound calls, determine coverage needs, and route leads to the appropriate carrier or brokerage. You will use Ask Kodiak, Salesforce, and the GURU app, schedule follow-ups with business owners, and maintain customer service KPIs such as transfer rate and call quality.

    Numbers & Facts

    LocationNorman, OK

    Description

    INSURICA in Norman, OK is seeking a Client Information Guide to manage inbound/outbound calls, determine coverage needs, and route leads to the appropriate carrier or brokerage. You will use Ask Kodiak, Salesforce, and the GURU app, schedule follow-ups with business owners, and maintain customer service KPIs such as transfer rate and call quality.Strong communication, confidentiality, and punctuality are essential; insurance or call-center experience is preferred, and a state license or ability#J-18808-Ljbffr

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