Job Overview
Location
Colombia
Job Type
Full-time
Category
Customer Support
Date Posted
April 1, 2026
Full Job Description
đź“‹ Description
- • Customer Service Representative at Agent Inc. plays a vital role in supporting the growth of a Texas-based insurance agency by re-engaging expired leads and qualifying new opportunities in the commercial and business insurance sectors, directly contributing to revenue expansion and client retention in the Hispanic market.
- • The role involves proactive outbound engagement, data collection, and seamless handoff to licensed agents, ensuring a consistent and professional customer experience that aligns with the company’s mission to serve underserved communities.
- • Day to day, the representative will execute a minimum of two outbound calls per customer from expired lead lists to re-establish contact and assess current insurance needs across Auto, Home, Commercial, and Business policies.
- • They will utilize SMS and texting strategies to follow up with unresponsive leads, adhering to structured scripts to maintain brand voice and compliance standards.
- • Using Agency Matrix and Turborator (Xiway), the representative will update customer records, log call outcomes, and ensure data accuracy for downstream sales processes.
- • They will gather firmographic and personal details such as business type, vehicle information, property details, and coverage history to equip agents with complete profiles for quoting.
- • The representative will qualify leads based on readiness to purchase, ensuring only high-intent prospects are passed to local agents, thereby improving conversion rates and sales efficiency.
- • They will collaborate closely with the Texas-based management team and local agents, providing timely feedback on lead quality and market trends to refine outreach strategies.
- • The role requires maintaining high call volume with professionalism and persistence, balancing empathy with goal-oriented outreach to meet daily and weekly targets.
- • The representative will participate in ongoing training and process improvements, contributing to the refinement of scripts, tools, and workflows as the company scales its commercial insurance offerings.
- • About the team or company: Agent Inc. partners with a well-established, 20+ year-old Texas-based insurance agency that has deep roots in serving the Hispanic community and is now strategically expanding into Commercial Auto and Business Owners Policy (BOP) markets.
- • The company is forward-thinking and growth-oriented, actively integrating remote LATAM talent to enhance operational capacity and support its next phase of market penetration.
- • What the person can learn or achieve: This role offers the opportunity to develop advanced skills in insurance lead qualification, bilingual customer engagement, and CRM-driven sales support within a high-growth niche market.
- • The representative will gain hands-on experience with industry-specific platforms like Agency Matrix and Turborator, building technical proficiency that is transferable across the insurance and financial services sectors.
- • Success in this role can lead to increased responsibility, such as mentoring new reps, specializing in commercial lines, or transitioning into sales support or account management positions within the organization.
🎯 Requirements
- • 2-5 years of experience in a Customer Service Representative or Sales Support role within the insurance industry, specifically with Auto, Home, or Commercial Business lines.
- • Native Spanish fluency and fluent English proficiency are mandatory to effectively serve the Hispanic client base and communicate with Texas-based management.
- • Proven comfort and experience with high-volume outbound calling and warm lead re-engagement, including the ability to maintain professionalism and persistence over extended call sessions.
- • Familiarity with Insurance Management Systems such as Agency Zoom, Agency Matrix, or similar platforms, with the ability to quickly learn and navigate Turborator (Xiway) for data entry and tracking.
- • Strong attention to detail in gathering firmographic and personal data to ensure accuracy and completeness for agent handoff.
- • Ability to follow structured scripts and multi-channel communication protocols (phone, SMS) while adapting tone to customer needs and maintaining brand consistency.
🏖️ Benefits
- • Fully remote position based in LATAM, allowing flexibility to work from home with no relocation required.
- • Competitive compensation ranging from $1,200 to $1,800 USD per month, based on experience and performance.
- • Regular Monday–Friday schedule (9:00 AM – 5:00 PM CST), providing work-life balance and predictable hours.
- • Opportunity to work with a growing, mission-driven insurance agency that values bilingual talent and cultural alignment.
- • Professional development through exposure to commercial insurance lines and industry-standard CRM tools used in the U.S. market.
- • Supportive virtual team environment with clear expectations, structured processes, and ongoing feedback from management.
Skills & Technologies
Remote
About Agent Inc.
Agent is a technology company that operates a global talent marketplace connecting employers with pre-vetted professionals in fields such as software engineering, design, marketing and finance. The platform uses AI-driven matching and rigorous screening to streamline remote hiring, handling contracts, payments and compliance across 150+ countries. Businesses scale teams quickly without traditional recruitment overhead, while professionals access curated remote opportunities. Founded in 2016, Agent maintains headquarters in San Francisco and a distributed workforce, serving startups through Fortune 500 clients seeking on-demand expertise.
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