Customer Engagement Specialist

Customer Engagement Specialist (100% Remote – U.S. Based)Industry: Insurance / Customer Service

Employment Type: Full-Time Schedule/Contract Opportunity

Experience Level: Entry to Mid Level

About the Role

We’re looking for a compassionate and detail-oriented Customer Engagement Specialist to join our remote team!

In this high-touch support role, you’ll be the first point of contact for individuals exploring insurance options—helping guide them through their questions and ensuring they’re transferred to the right department.

You’ll support both inbound and outbound efforts, acting as a trusted concierge for members and nonmembers alike. Your ability to listen, connect, and organize will be key to creating a seamless and positive experience for every caller.

This is a 100% remote opportunity—ideal for someone who thrives in a fast-paced, customer-focused environment.

Responsibilities

• Triage and route inbound calls accurately while capturing lead information in the CRM system.
• Deliver excellent service while adhering to compliance guidelines (scripts, authentication, PHI, DNC).
• Support outbound call campaigns by building rapport and delivering a personalized approach.
• Assist with scheduling and follow-up appointments for sales agents.
• Maintain a high level of professionalism, empathy, and first-call resolution.

Qualifications

• Minimum of 1 year of customer service, support, or call center experience.
• Comfortable handling a high volume of calls daily.
• Strong verbal and written communication skills.
• Ability to multitask and navigate multiple computer systems effectively.
• Detail-oriented with strong organizational and follow-through skills.
• Flexibility to work evenings, weekends, and holidays as needed.
• _Bilingual (English/Spanish) preferred but not required._Education

• High school diploma or GED required.

Why You’ll Love Working With Us

• 100% remote — work from the comfort of your home
• Supportive and collaborative team environment
• Make a real impact by helping individuals make informed decisions

Apply now to be part of a team that puts people first and values your voice. Let’s make a difference—together.

OpTech is an equal opportunity employer and is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, status as a parent, disability, age, veteran status, or other characteristics as defined by federal, state or local laws. https://www.optechus.com/eeo_self_identification/