New Policy Representative

Who we are:

Fidelity Life is a leading provider of financial security for middle-market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed that policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation.

In concert with Fidelity Life, eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial’s licensed agents help thousands of consumers each day with their unique life insurance needs – often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.

Fidelity Life and eFinancial are part of iA Financial Group and are revolutionizing the life insurance industry to make protection more accessible and affordable for everyday Americans. With integrated marketing, product manufacturing, and controlled distribution, the enterprise is uniquely positioned to grow. 

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.

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:

• Salary: $16.50/hr
• 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.

Remote work is not available in the following States:

California, Colorado, Connecticut, and New York.

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