Case Specialist

Founded in 1985, SelectQuote provides solutions that help consumers protect their most valuable assets: their families, health and property. The company pioneered the model of providing unbiased comparisons from multiple, highly rated insurance companies allowing consumers to choose the policy and terms that best meet their unique needs. Two foundational pillars underpin SelectQuote’s success: a strong force of highly trained and skilled agents, who provide consultative needs analysis for every consumer, and proprietary technology that sources and routes high-quality leads. The company has three core business lines: SelectQuote Senior, SelectQuote Life and SelectQuote Auto and Home. SelectQuote Senior, the largest and fastest-growing business, serves the needs of a demographic that sees 10,000 people turn 65 each day with a range of Medicare Advantage and Medicare Supplement plans.

Job Summary:

This position involves working as a team with other employees within the Case Management Department to service SelectQuote Life’s clients and maximize the number of policies completing the underwriting process and getting placed with our carrier partners. Case Specialists provide vital customer service and are primarily responsible for making a high volume of outbound calls to clients with outstanding information and documents that need to be obtained in order to move the case forward. This position requires extensive telephone/computer work, complementing the sales process by handling objections, reinforcing the buying decision, creating urgency, and persuading clients to return their paperwork.

Supervisory Responsibilities:

• This position has no direct supervisory responsibilities.

Duties/Responsibilities:

• Manages a consistently high volume of outbound and inbound calls per day
• Utilizes email and text regularly in order to maximize contact with clients
• Retrieves outstanding underwriting and delivery requirements from customers, while answering any customer service-related questions during phone-calls
• Works with carriers as needed
• Ability to handle customer objections or complaints

• Educates consumers on the underwriting process around documents and requirements needed to assist carriers in approving their life insurance policies
• Knowledge of each carrier’s guidelines when discussing delivery deadlines and documents/money needed to get the policy placed
• Ability to understand and discuss sensitive client information including medical, financial, and lifestyle information
• Meets and exceeds production and conversion goals
• Builds an understanding of other department functions, thus being able to correctly identify a course of action for a case
• Progressively over time, demonstrates a comprehensive knowledge of the term life insurance application process
• Participates in ongoing team training

Required Skills/Abilities:

• Ability to think critically
• Displays a disciplined approach to completing work
• Strong organizational skills
• Likes thinking through and resolving problems
• Ability to multi-task coupled with excellent time management skills.
• Excellent oral and written communication skills
• Sales acumen
• Competitive nature
• Strong work ethic
• Customer service oriented
• Detail-oriented, action-focused
• Has strong moral principles and prides oneself on being honest

Education and Experience:

• Bachelor’s degree preferred.
• Minimum 2 years of experience in a customer service-oriented role
• Strong computer familiarity is a must
• Experience with SelectCare preferred (for internal associates)

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer

Benefits:

It’s an exciting time to join SelectQuote. We became a publicly traded company in 2020 with the first 100% virtual IPO (non-biotech) in American history. We have also been recognized nationally on the 2021 Top Workplaces USA list and by the Kansas City Business Journal as a 2020 Best Places to Work honoree.

Full-time employees are eligible for medical, dental, vision, voluntary short-term disability, company-paid long term disability, company-paid life insurance and accidental death & dismemberment (AD&D), 401(k) company match and 100% vesting after 4 years, discretionary profit sharing, employee stock purchase program (espp), paid time off, floating holidays, paid maternity leave, paid parental bonding leave, tuition reimbursement, jury duty pay, and other paid leaves vary based on work location.

Salary : $18 - $21