Job Description
Key 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.
Qualifications:
- 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.
Skills:
- 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.
Licenses + Certifications:
N/A
Education:
Check the desired level of education required for this role
☒High School
☐Some College
☐Associate’s degree
☐Bachelor’s Degree
☐Some Post-College Education
☐Masters
☐Doctorate
☐PhD
☐Technical/Other Training
Essential Functions:
- Minimum 40 WPM typing.
- A minimum internet download speed of 50 Mbps is required to qualify for remote employment.
- Previous Customer Service experience preferred.
Compensation & Benefits: We believe in caring for our employees and their families. We offer a comprehensive benefits package designed to support your health, well-being, and financial future. Here’s a look at what we provide:
- Pay: $16.50 an hour
- 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.
EEOC/Other: eFinancial/Fidelity Life Association is an equal opportunity employer and supports a diverse workplace. As an eFinancial/Fidelity Life employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.
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