AppAssist Interview Representative

Customer SupportCustomer SupportFull TimeRemoteTeam 501-1,000

Location

United States

Posted

20 days ago

Salary

Not specified

No structured requirement data.

Job Description

The App Assist Interview Representative will conduct telephone interviews with proposed insured’s to solicit all personal and medical information required to successfully process an application for life insurance by interfacing with underwriters, general agents, and vendors to facilitate the underwriting and new business process. Conduct professional, courteous, articulate interviews and follow up calls with the proposed insured(s), building a positive rapport, to obtain all pertinent personal and medical information to meet or exceed standards. Review, verify, and accurately decipher documents, notes, and correspondence for additional/anecdotal information to ensure accurate processing and approval of all life insurance policy contracts. Accurately enter data related to the application into a variety of system platforms to document case activity and any other relevant information (e.g. special handling/requests, conversation notes, etc.) to ensure accurate processing and approval of all life insurance policy contracts. Provide accurate, prompt, and professional service to all inquiries received by phone or in writing while maintaining departmental standards and time service standards. Correspond effectively, using proper grammar and spelling, within the department, underwriting staff, vendors, and other Administrative Service departments to assist in resolving problems, expedite business, and/or escalate for further handling. Effectively communicate AppAssist & New Business policies, procedures, and guidelines to internal and external customers. Take ownership of cases and consistently review to identify opportunities to improve the customer experience including cycle time and placement ratio. Ensure accurate and timely completion of reports including but not limited to task completion (i.e. productivity), time cards, and other goals and objectives as assigned. Process all other duties as assigned.

Job Requirements

  • Some college preferred
  • LOMA-ACS 100
  • Knowledge of medical conditions and terminology
  • 4+ years of experience in a customer service related position with telephone experience
  • Property and Casualty or Health insurance experience preferred
  • Excellent time management and interpersonal and communication skills
  • Detail oriented and high tolerance for repetitive tasks
  • Proficient in Microsoft Office
  • Typing 40+ WPM
  • Ability to work independently and within a team environment
  • Flexible to work overtime on occasion to meet business needs, strongly preferred
  • Ability to telecommute from primary residence
  • DSL connections with available internet speed of 50 download Mbps and 10 upload Mbps
  • Must be within commutable distance from the corporate office
  • Flexibility to work at the corporate office for quarterly team meetings, refresher training, and special projects

Benefits

  • The expected hiring compensation range for this position is $48,500 - $55,000 annually.
  • This position is remote with working hours from 1:30PM EST to 10PM EST.
  • The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses.
  • This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance.
  • Bonuses are pro-rated based on start date.
  • This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis.
  • Employees also have 9 paid holidays throughout the calendar year.
  • Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year.
  • We’re big on professional development and we’ll support and mentor you in your career progression.
  • Enjoy time off to volunteer for those causes that matter most to you!

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