Note: The job is a remote job and is open to candidates in USA. eFinancial is a company that specializes in life insurance services, and they are seeking a Remote New Policy Representative to assist clients with scheduling medical exams and managing their insurance policies. The role involves providing professional customer service, maintaining documentation, and ensuring timely communication with clients and colleagues.
Responsibilities
- 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
Skills
- 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
- Minimum 40 WPM typing
- A minimum internet download speed of 50 Mbps is required to qualify for remote employment
- Previous experience in remote phone customer service preferred
- Previous experience working in a fast-paced environment preferred
- Previous Customer Service experience preferred
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.
Company Overview
- Efinancial is an insurance agency that offers life insurance services. It is a sub-organization of Vericity. It was founded in 2001, and is headquartered in Bellevue, Washington, USA, with a workforce of 201-500 employees. Its website is https://efinancial.com.