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Case Specialist Jobs
Company | SelectQuote Insurance Services |
Address | United States |
Employment type | FULL_TIME |
Salary | |
Category | Insurance |
Expires | 2023-05-27 |
Posted at | 1 year ago |
Founded in 1985, SelectQuote provides solutions that help consumers protect their most valuable assets: their families, health and property. The company pioneered the model of providing unbiased comparisons from multiple, highly rated insurance companies allowing consumers to choose the policy and terms that best meet their unique needs. Two foundational pillars underpin SelectQuote’s success: a strong force of highly trained and skilled agents, who provide consultative needs analysis for every consumer, and proprietary technology that sources and routes high-quality leads. The company has three core business lines: SelectQuote Senior, SelectQuote Life and SelectQuote Auto and Home. SelectQuote Senior, the largest and fastest-growing business, serves the needs of a demographic that sees 10,000 people turn 65 each day with a range of Medicare Advantage and Medicare Supplement plans.
- This position has no direct supervisory responsibilities.
- Utilizes email and text regularly in order to maximize contact with clients
- Knowledge of each carrier’s guidelines when discussing delivery deadlines and documents/money needed to get the policy placed
- Ability to handle customer objections or complaints
- Participates in ongoing team training
- Builds an understanding of other department functions, thus being able to correctly identify a course of action for a case
- Works with carriers as needed
- Progressively over time, demonstrates a comprehensive knowledge of the term life insurance application process
- Ability to understand and discuss sensitive client information including medical, financial, and lifestyle information
- Manages a consistently high volume of outbound and inbound calls per day
- Meets and exceeds production and conversion goals
- Retrieves outstanding underwriting and delivery requirements from customers, while answering any customer service-related questions during phone-calls
- Educates consumers on the underwriting process around documents and requirements needed to assist carriers in approving their life insurance policies
- Strong organizational skills
- Displays a disciplined approach to completing work
- Ability to think critically
- Sales acumen
- Detail-oriented, action-focused
- Has strong moral principles and prides oneself on being honest
- Strong work ethic
- Excellent oral and written communication skills
- Ability to multi-task coupled with excellent time management skills.
- Competitive nature
- Likes thinking through and resolving problems
- Customer service oriented
- Minimum 2 years of experience in a customer service-oriented role
- Bachelor’s degree preferred.
- Experience with SelectCare preferred (for internal associates)
- Strong computer familiarity is a must
- Prolonged periods of sitting at a desk and working on a computer
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