About the Role
At BlueKarrots, we pride ourselves on delivering exceptional service to both our policyholders and prospects in the Final Expense insurance industry. We are seeking dedicated and detail-oriented Customer Service Agents who can serve as the first point of contact for our clients.
This role is central to ensuring a professional, smooth, and compliant customer experience. From answering questions and resolving concerns to providing accurate policy information, our Customer Service Agents help build trust and maintain strong client relationships. Your ability to handle inquiries with empathy, accuracy, and efficiency will directly contribute to customer satisfaction, retention, and the overall success of our team.
Key Responsibilities
• Respond to Inquiries: Answer inbound calls and provide professional assistance with questions related to Final Expense policies, billing, payments, and coverage.
• Proactive Outreach: Make outbound calls to policyholders to check in, confirm satisfaction, and address potential issues before they escalate.
• Issue Resolution: Handle client concerns quickly and effectively, escalating complex matters to Retention Agents, Closers, or Team Leads when necessary.
• Compliance & Accuracy: Deliver information in strict alignment with company policies and insurance regulations while consistently following approved call scripts.
• CRM Documentation: Record every customer interaction in the CRM system with accuracy and attention to detail to ensure proper follow-up and compliance.
• Collaboration: Work closely with the Sales and Retention teams to ensure seamless handoffs, coordinated support, and a positive customer journey.
• Customer Advocacy: Serve as a bridge between policyholders and internal teams, ensuring that every client feels valued, heard, and supported.
What We Offer
• Competitive Compensation: Base salary with performance incentives and recognition programs.
• Comprehensive Training: In-depth onboarding covering Final Expense products, compliance standards, and customer service best practices.
• Career Growth: Clear advancement opportunities within Customer Service, Retention, and Sales teams.
• Supportive Culture: A collaborative environment where teamwork, integrity, and customer-first values are at the heart of everything we do.
• Professional Development: Ongoing learning opportunities to enhance your communication, compliance, and problem-solving skills.
Requirements
Experience: 1–2 years in customer service, call center operations, or telesales support (experience in Final Expense insurance is a strong advantage).
Communication: Exceptional verbal communication and problem-solving abilities.
Listening Skills: Strong active listening with the ability to remain patient, professional, and empathetic.
Attention to Detail: Ability to accurately follow scripts, procedures, and compliance guidelines.
Work Environment: Comfortable performing in a fast-paced, high-volume setting.
Availability: Willingness to work U.S. business hours (night shifts for offshore candidates).
Technical Skills: Familiarity with CRM systems and call management tools is preferred.
About the Company
At BlueKarrots, we’re more than just a call center — we’re a team that helps shape the future of the Life Insurance and Final Expense industry. Every day, our professionals support top IMOs in the U.S. with outbound sales, client engagement, and back-office operations.
What sets us apart is our focus on people. We invest in hiring and developing talent, giving our team the tools, training, and support they need to excel. When you join BlueKarrots, you’re stepping into an environment that values growth, rewards hard work, and encourages you to build a long-term career.
Here, your skills make a real impact — for our clients, our partners, and your own success.