[Remote] (Remote) New Policy Rep

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.ResponsibilitiesReach out to clients to assist them with scheduling medical exams for their life insurance policiesUtilize various systems to identify client requirements needed to gain or upgrade a client’s insurance coverageTroubleshoot customer service phone callsReply to customer and colleague voicemails and emails in a timely mannerProvide professional customer service to clients, carrier representatives, and coworkersPerform task work in a timely manner to ensure the caseload is caught up and clients are contacted regularlyMaintain documentation of client interactions and paperwork in an organized mannerMaintain call and email quality to ensure excellent customer service standardsSkillsAbility to multi-task in a fast-paced multi-deadline environmentAbility to work flexible business hoursStrong time management skills while working in a fast-paced environmentExperience navigating multiple screens and systems at once with swift keyboard proficiencyExperience with MS Office programsStrong interpersonal communication skills including experience communicating needs or requirements to a client as well as effectively and professionally interacting with team membersMinimum 40 WPM typingA minimum internet download speed of 50 Mbps is required to qualify for remote employmentPrevious experience in remote phone customer service preferredPrevious experience working in a fast-paced environment preferredPrevious Customer Service experience preferredBenefitsMedical 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 OverviewEfinancial 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.



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