Call Center Transfer Representative - OH

Join SmartFinancial : Empowering Insurance Agents with Cutting-Edge Technology

Welcome to SmartFinancial, where our mission is clear : to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.

We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.

Please Note : This is an in-office position located at our Columbus office : 471 E. Broad St., Suite 1300, Columbus, OH 43215.

We are seeking motivated and enthusiastic individuals to join our dynamic team. In this role, you will be responsible for reaching out to potential customers, reviewing insurance product options and connecting them with our licensed agents.

What You’ll Do

• Outbound Calling : Make 200+ outbound calls daily to introduce products and services.
• Customer Engagement : Utilize relationship-building techniques to engage potential customers effectively.
• Product Knowledge : Continuously expand your understanding of our offerings to expertly address customer inquiries and provide tailored solutions.
• Quote Generation & Transfer : Highlight the value of working with licensed agents to drive quote requests and seamlessly transfer qualified leads.
• Quota Achievement : Meet or exceed daily call quotas while ensuring high-quality, positive interactions with customers.

What We’re Looking For

What We Offer

Why You’ll Love It Here

At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed.

We’d especially like to highlight our  World Class Culture , which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.

We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses?  Just. You. Wait.

Join SmartFinancial and become a key player in driving growth for insurance agencies.  Apply now , and let’s achieve success together!

SmartFinancial is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. To learn more about our results-focused culture and employee-focused perks, read more on our  careers page .