SelectQuote Insurance Services · 1 day ago
Case Specialist Floater
United States
Full-time
Remote
New Grad, Entry LevelSelectQuote Insurance Services is dedicated to helping customers protect their loved ones through insurance solutions. The Case Specialist Floater role involves providing vital customer service by managing high volumes of calls to assist clients with their insurance needs and ensuring the underwriting process is completed efficiently.
Insurance
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
Qualification
Required
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
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
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
Preferred
College degree preferred
Experience with sales and/or customer service
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
Company
SelectQuote Insurance Services
We help you keep your promises by shopping many highly rated insurance companies to find you the right coverage at the right price.
Founded in 1985
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Tim Danker
Chief Executive Officer
Alan Muney
Consultant and part-time chief medical officer
Recent News
2025-02-12
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