Case Specialist Floater

SelectQuote, Inc. • UNAVAILABLE, Remote

7d • Onsite

About The Position

This position involves working as a team with other associates within the Case Management Department to service SelectQuote Life’s clients and maximize the number of policies completing the underwriting process and getting placed with our carrier partners. Case Specialist floaters provide vital customer service and are primarily responsible for filling in for other Case Specialists during PTO/LOA. This individual is responsible for making a high volume of outbound calls to clients with outstanding information and documents that need to be obtained in order to move the case forward. This position requires extensive telephone/computer work complementing the sales process by handling objections reinforcing the buying decision creating urgency and persuading clients to return their paperwork.

Requirements

• Willingness to learn grow and improve over time
• Ability to multi-task coupled with excellent time management skills
• Excellent oral and written communication skills
• Sales acumen
• Competitive nature
• Excellent phone manner and professional etiquette are a must
• Strong work ethic
• Customer service oriented
• Detail oriented action focused
• Demonstrate initiative discretion and integrity
• Strong computer familiarity is a must
• College degree preferred
• Experience with sales and/or customer service

Responsibilities

• Manage a consistently high volume of outbound and inbound calls per day
• Utilize email and text regularly in order to maximize contact with clients
• Retrieve outstanding underwriting and delivery requirements from customers while answering any customer service related questions during phone-calls
• Work with carriers as needed
• Ability to handle customer objections or complaints
• Educate consumers on the underwriting process around documents and requirements needed to assist carriers in approving their life insurance policies
• Knowledge of each carrier’s guidelines when discussing delivery deadlines and
• Ability to understand and discuss sensitive client information including medical financial and lifestyle information
• Meet and exceed production and goals
• Build an understanding of other department functions thus being able to correctly identify a course of action for a case
• Progressively over time demonstrate a comprehensive knowledge of the term life insurance application process
• Ongoing training critical thinking ability to give and receive constructive criticism
• Participation in ongoing team training

Benefits

• Competitive Medical, Dental, and Vision Insurance
• HSA/FSA
• Voluntary Hospital Indemnity, Critical Illness, Accident Insurance, and Short Term Disability
• Voluntary Life Insurance for Self, Spouse and Dependent
• Company-paid Basic Life Insurance and Long Term Disability
• Retirement plan and Employer match contribution with Profit Share
• Tuition Reimbursement program
• Company perks and Discount program
• Engaging Wellness and Financial Education Resources
• Employee Assistance Program
• Incentive Plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree