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Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads to assess customers' insurance needs, recommend appropriate Property & Casualty coverages, and close sales. Complete paid training and licensing, meet performance targets, maintain accurate records, and work prescribed remote workspace and scheduling requirements.
Salary Details:
- $21-25/hour Depending on Experience
Exceptional Benefits:
- Competitive benefits package with exclusive privileges
- Medical, Dental, and Vision insurance
- Paid Parental leave
- 401K with a rewarding company match
- Exclusive Company purchase discounts
- Comprehensive company-provided training
- Flexible schedule options (Please inquire for details)
- Our distinctive Employee Recognition Program, "H2Onors"
At Culligan, we appreciate the dedication and commitment of our team members. Our unique Employee Recognition Program "H2Onors" is a testament to our culture of celebrating your hard work and unwavering commitment.
Job Responsibilities:
Customer Engagement & Experience
- Serve as the first impression of the Culligan brand by delivering a professional, high-quality customer experience
- Engage customers via phone, text, and email to confirm interest and guide next steps
- Communicate consultation details clearly, including expectations and scheduling logistics
- Build trust and provide a solution-oriented customer experience
Lead Management & Outreach
- Respond to inbound leads from web, digital marketing, and scheduling tools by making outbound calls
- Maintain consistent follow-up using established outreach cadence
- Manage a high-volume lead queue with timely engagement
Appointment Scheduling & Coordination
- Schedule consultations based on territory and availability
- Ensure appointment details are accurate and properly formatted
- Validate AI and self-scheduled appointments
Lead Qualification
- Confirm eligibility including service area and customer needs
- Route non-sales inquiries to appropriate teams
- Ensure all appointments are qualified and ready for the sales team
CRM & Data Management
- Document all interactions in CRM systems (Salesforce preferred)
- Maintain accurate customer records and notes
- Ensure seamless handoff to the sales team
Minimum Qualifications:
- High school diploma required; associate or bachelor’s degree preferred
- 1–3 years of customer service, call center, sales support, or lead management experience
- CRM experience required
- Proficiency in Microsoft Office and Teams
- Strong communication and organizational skills
Preferred Qualifications:
- Data-entry experience
- Experience with Salesforce
Work Environment
- Remote – with occasionally visits to a dealership
- Requires long periods of sitting and continuous computer work
- Must have a quiet, dedicated, and secure home office environment free from distractions.
- Strong, stable internet connection
- Comfortable using dual monitors and wearing a headset
Equal Opportunity Statement:
Decisions and criteria governing the employment relationship with all employees at Culligan by WaterCo are made in a non-discriminatory manner, without regard to race, color, creed, religion, national origin, sex, marital status, pregnancy, disability, sexual orientation, gender expression, veteran status, age, FMLA status, or any other factor determined to be unlawful by federal, state or local statutes.
Qualifications Experience Required Remote Experience Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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