- 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.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Top Skills
What We Do
Fidelity Life is one of the few companies in the industry that focuses on assisting everyday middle Americans experience the peace-of-mind that comes with life insurance ownership. In fact, we were founded in 1896 for that express purpose.
