Remote work is not available in the following States:

Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Hawaii, Idaho, Iowa, Kansas, Kentucky, Maine, Maryland, Mississippi, Montana, Nebraska, New Hampshire, New Mexico, New York, Oregon, Tennessee, Texas, Washington, West Virginia, Wyoming.

Responsibilities

• Put People First:
  • Put the needs of the customer first by proactively taking action to ensure successful completion of the application steps
    • Facilitate the application signature, exam scheduling and medical interview processes
    • Provide personalized assistance to customers, answering their questions and addressing their concerns promptly and professionally.
    • Uphold our quality standards and SLAs, including but not limited to completion of scheduled tasks and prompt email and voicemail returns
    • Maintain open communication with clients with special focus on regular phone and email updates
  • Operate with Excellence:
    • Review new insurance applications with a focus on detail, accuracy, and completeness
    • Assist customers with completion of application forms, while ensuring regulatory rules and guidelines are met
    • Strive to exceed customer expectations by delivering exceptional service and maintain a friendly and helpful demeanor
    • Prepare and deliver forms and correspondences to insurance carriers and clients with a high degree of accuracy and attention to detail
    • Advise customers of any additional documentation or requirements needed to complete the application
  • Be a Passionate Team Player:
    • Maintain accurate and organized records of customer interactions, applications and related documentation
    • Provide impeccable and professional customer service to clients, carrier representatives, and coworkers
    • Complete projects as assigned by the manager to assist the department
  • Make a Positive Difference:
    • We are here to make life better for our clients, their beneficiaries, and our communities.

Qualifications

• Prior experience in roles that involve a combination of exceptional customer service, salesmanship and administrative duties is highly desirable
• Strong time management skills with ability to work at a fast pace while effectively balancing customer needs and meeting hard deadlines
• Experience navigating multiple screens and systems at once with swift keyboard proficiency, WPM of 40 , MS Office programs
• Ability to handle and prioritize multiple tasks simultaneously while handling interruptions and without compromising accuracy or efficiency
• Excellent interpersonal and communication skills, both verbal and written
• Patience, empathy, and the ability to effectively explain concepts that are unfamiliar to clients
• Exceptional teamwork skills with ability to work effectively and harmoniously with a team to achieve common goals
• Ability to react to change in a productive and positive manner

Education/Experience

• High School Diploma or GED
• Preferred: Associate degree (A.A.) or equivalent from two-year college or technical school; and two years related experience; or equivalent combination of education and experience.
• Previous experience in a call center is highly desired

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