Qualifying Insurance Representative

Company Description Pipeline Partners helps insurance agents grow their business without compromising compliance or efficiency. The company specializes in pre-qualifying exclusive leads, confirming eligibility and intent, and delivering high-quality, compliant call transfers to licensed agents across the United States. Its process is designed to improve connect rates, increase written business, and strengthen client retention, while managing acquisition costs. With consistent standards, real-time performance visibility, and a people-first culture, Pipeline Partners provides an environment where agents and teams can succeed, scale, and stay focused on serving clients and writing quality business.

Role Description The Qualifying Insurance Representative is a full-time, on-site role based in Lehi, UT. This position is responsible for engaging inbound and outbound prospects, asking structured qualifying questions, and confirming their eligibility and intent for insurance products before connecting them with licensed agents. The representative will accurately document interactions in internal systems, follow compliance guidelines, and use scripts and call frameworks to ensure high-quality, consistent client experiences. Day-to-day responsibilities include managing call queues, meeting performance metrics for contact and qualification rates, collaborating with team members and supervisors to optimize lead quality, and providing clear, professional communication to potential clients. The role also involves ongoing participation in training and coaching sessions to maintain compliance and continuously improve performance.

Additional Details

Qualifying Insurance Representative – In-Office | Lehi, UT

Location: Lehi, Utah

Job Type: Full-Time (Monday – Friday, 8:00 AM – 5:00 PM)

Pay: $17.00 – $35.00 per hour (base pay bonuses incentives)

Position Overview

As a Qualifying Insurance Representative, you will:

• Handle inbound and outbound calls from clients requesting insurance information
• Qualify clients based on their needs and connect them with licensed insurance agents
• Provide outstanding customer service in a professional and friendly manner
• Maintain accurate records in our CRM system while following compliance procedures

This is a W-2 hourly position — not a commission-only or independent contractor role.

Why this role matters: This is an excellent way to start your career in the insurance industry. You’ll gain valuable experience, learn how insurance works, and position yourself for future opportunities — including becoming a licensed insurance agent.What We’re Looking For

Required:

• Positive attitude and strong work ethic
• Excellent communication and listening skills
• Comfortable using computers and learning CRM systems
• Coachable, adaptable, and eager to learn

Preferred:

• Call center or sales experience (not required — we provide paid training)
• Interest in building a long-term career in insurance or financial services

Training & Support

• Paid, in-office training — no licensing or fees required to start
• Ongoing coaching and professional development from experienced leaders

Compensation & Benefits

• $17/hour base pay with earning potential up to $35/hour (bonuses & incentives)
• Weekly and quarterly performance bonuses
• Health, dental, and vision insurance (eligible after 60 days)
• Paid Time Off (PTO)
• Referral bonus program
• Career growth and advancement opportunities

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Why Join Pipeline Partners

We’re building careers, not just jobs. You’ll gain hands-on experience in the insurance field, learn from knowledgeable professionals, and develop the skills to grow into future roles — including becoming a licensed agent if that’s your goal. Our team is collaborative, supportive, and driven by success.