eFinancial logo
eFinancial

We’re making it easier, faster, and more affordable for people to protect their families with life insurance.

Policy Representative

RepresentativeGeneralFull TimeRemoteSeniorTeam 201-500Since 2001H1B SponsorCompany SiteLinkedIn

Location

Illinois

Posted

15 hours ago

Salary

$16 / hour

Seniority

Senior

High SchoolEnglishSwift

Job Description

Policy Representative

eFinancial

• 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.

Job 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.

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