(Remote) Application Assistant

Key Responsibilities:

​​​Put People First:

• ​Put the needs of the customer first by proactively taking action to ensure successful completion of the application steps

• • ​Facilitate the application signature, exam scheduling and medical interview processes
  • ​Provide personalized assistance to customers, answering their questions and addressing their concerns promptly and professionally.
  • ​Uphold our quality standards and SLAs, including but not limited to completion of scheduled tasks and prompt email and voicemail returns
  • ​Maintain open communication with clients with special focus on regular phone and email updates

• ​Operate with Excellence:
• • ​Review new insurance applications with a focus on detail, accuracy, and completeness
  • ​Assist customers with completion of application forms, while ensuring regulatory rules and guidelines are met
  • ​Strive to exceed customer expectations by delivering exceptional service and maintain a friendly and helpful demeanor
  • ​Prepare and deliver forms and correspondences to insurance carriers and clients with a high degree of accuracy and attention to detail
  • ​Advise customers of any additional documentation or requirements needed to complete the application
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• Be a Passionate Team Player:
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  • ​Maintain accurate and organized records of customer interactions, applications and related documentation
  • ​Provide impeccable and professional customer service to clients, carrier representatives, and coworkers
  • ​Complete projects as assigned by the manager to assist the department

• ​Make a Positive Difference:

• • ​We are here to make life better for our clients, their beneficiaries, and our communities.​​

Qualifications:

• ​​Prior experience in roles that involve a combination of exceptional customer service, salesmanship and administrative duties is highly desirable.
• ​Strong time management skills with ability to work at a fast pace while effectively balancing customer needs and meeting hard deadlines.
• ​Ability to handle and prioritize multiple tasks simultaneously while handling interruptions and without compromising accuracy or efficiency.
• ​Excellent interpersonal and communication skills, both verbal and written.
• ​Patience, empathy, and the ability to effectively explain concepts that are unfamiliar to clients.
• ​Exceptional teamwork skills with ability to work effectively and harmoniously with a team to achieve common goals.
• ​Ability to react to change in a productive and positive manner.

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Skills:

• ​​Typing WPM of 40
• ​Experience navigating multiple screens and systems at once with swift keyboard proficiency.
• ​Experience with MS Office programs.
• ​Previous experience in a call center is highly desired.
• ​2 years related experience in customer service is preferred. ​

Essential Functions:

• ​​Must have a dedicated work space in which you can focus for your entire shift without distractions.
• ​Must have a quiet space while speaking on the phone with customers.
• ​Must be able to type 40 WPM minimum with 95% accuracy.
• ​Must have minimum internet speed of 50MBps to qualify for remote work.​

Compensation & Benefits:

We believe in taking care of 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:

• 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.