SelectQuote Case Specialist Floater in Remote, United States
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 involves working as a team with other employees within the Case Management Departmentto 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.
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 documents/money needed to get the policy placed
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
Willingness to learn, grow and improve over time
Ongoing training, critical thinking, ability to give and receive constructive criticism
Participation in ongoing team training
Knowledge, Skills, and Abilities:
Ability to multi-task coupled with excellent time management skills
Excellent oral and written communication skills
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
Training and Experience:
College degree preferred
Experience with sales and/or customer service
It's an exciting time to join SelectQuote. We became a publicly traded company in 2020 with the first 100% virtual IPO (non-biotech) in American history. We have also been recognized nationally on the 2021 Top Workplaces USA list and by the Kansas City Business Journal as a 2020 Best Places to Work honoree.
Full-time employees are eligible for medical, dental, vision, voluntary short-term disability, company-paid long term disability, company-paid life insurance and accidental death & dismemberment (AD&D), 401(k) + company match and 100% vesting after 4 years, discretionary profit sharing, employee stock purchase program (espp), paid time off, floating holidays, paid maternity leave, paid parental bonding leave, tuition reimbursement, jury duty pay, work from home stipend, and other paid leaves vary based on work location.