Agent Transfer Specialist

Brock Partners

Initiate and receive calls
Engage prospective clients
Maintain conversation until agent available
The Agent Transfer Specialist is responsible for initiating and receiving calls, engaging prospective clients, and maintaining the conversation until a licensed agent is available to take over

Job Summary

  • The Agent Transfer Specialist 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.
  • A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance is offered.

Matching Summary

The Agent Transfer Specialist is responsible for initiating and receiving calls, engaging prospective clients, and maintaining the conversation until a licensed agent is available to take over.

Skills & Requirements

Must-have

  • Initiate and receive calls
  • Engage prospective clients
  • Maintain conversation until agent available
  • Follow approved scripts
  • Document call activity in CRM
  • Communicate with agents

Nice-to-have

  • Positive attitude
  • Strong work ethic
  • Reliability
  • Agent-focused support

Key Requirements

  • Call center experience preferred
  • Telemarketing experience preferred
  • Phone-based customer service experience preferred
  • Basic computer proficiency
  • Ability to navigate CRM systems

Work Rights

Not specified

Tailored Resume

Cover Letter