(Remote) New Policy Rep

• 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.

• 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.

N/A

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

• 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.