When a prominent insurance broker firm sought to expand their P&C insurance call center, they turned to Medix for a comprehensive talent solution. Faced with the challenge of filling gaps across four critical teams—Prospecting, Sales, Service, and Retention—the client needed a partner that could deliver skilled professionals quickly and efficiently.
About the Client
- Leading insurance broker and financial services firm
- Headquartered in the midwest
The Challenge
The client was tasked with expanding their P&C insurance call center in order to better serve their clients across North America. To achieve this goal, the company needed skilled talent to fill gaps across four essential teams: Prospecting, Sales, Service, and Retention.
The Solution
Medix developed a workforce solution tailored to the client’s needs. First, using MyPrint personality assessment data, Medix recruiters began identifying Licensed Insurance Agents within the talent pipeline who were the right fit at both a skill and cultural level. This included targeting applicants with a strong desire to work remotely. Then, the Medix team narrowed this search further by interviewing agents with experience in call center environments in order to ensure that applicants would be prepared to keep up with the fast pace of this workplace.
The Results
Since 2020, Medix has been the client’s exclusive partner, placing nearly 70 licensed and unlicensed P&C agents to their personal lines team. Medix has succeeded here due to the quality of candidates, as well as the incentives for permanent placement for the candidates.
Are you struggling to find top-tier talent for your organization? Let Medix help. Our proven track record in delivering tailored workforce solutions can help you achieve your business goals. Contact us today to learn more about how we can assist you.
