Policy Representative

Job not on LinkedIn

🔥 6 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $16 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

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eFinancial

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2001

💸 Finance

🏪 Marketplace

Finance • Marketplace

<eFinancial> is an online life insurance quote comparison and brokerage platform that helps consumers compare and purchase term, permanent, and final expense life insurance from top-rated carriers. The site offers quick online quotes, a 10-question term calculator, educational resources, and access to licensed agents who can provide personalized guidance and same-day coverage in many cases. eFinancial aggregates carrier options, highlights plan differences (coverage lengths, premiums, medical exam requirements, cash value), and emphasizes customer support and easy application processes.

📋 Description

• Reach out to clients to assist them with scheduling medical exams for their life insurance policies. • Utilize various systems to identify client requirements needed to gain or upgrade a client’s insurance coverage. • Troubleshoot customer service phone calls. • Reply to customer and colleague voicemails and emails in a timely manner. • Provide professional customer service to clients, carrier representatives, and coworkers. • Perform task work in a timely manner to ensure the caseload is caught up and clients are contacted regularly. • Maintain documentation of client interactions and paperwork in an organized manner. • Maintain call and email quality to ensure excellent customer service standards.

🎯 Requirements

• Previous experience in remote phone customer service preferred. • Previous experience working in a fast-paced environment preferred. • Ability to multi-task in a fast-paced multi-deadline environment. • Ability to work flexible business hours. • Strong time management skills while working in a fast-paced environment. • Experience navigating multiple screens and systems at once with swift keyboard proficiency. • Experience with MS Office programs. • Strong interpersonal communication skills including experience communicating needs or requirements to a client as well as effectively and professionally interacting with team members.

🏖️ Benefits

• Medical Insurance: Choose from a variety of plans to fit your healthcare needs. • Dental Insurance: Coverage for preventive, basic, and major dental services. • Employer-Paid Vision: Comprehensive eye care coverage at no cost to you. • Employer-Paid Basic Life and AD&D Insurance: Peace of mind and additional protection. • Employer-Paid Short-Term and Long-Term Disability Insurance: Financial support in case of illness or injury. • 401(k) Plan: Save for your future with a company match to help you grow your retirement savings. • PTO and Sick Time accrue each pay period: Take time off when you need it.