The primary purpose of this position is to complete life insurance medical and financial interviews via telephone through outbound calls for multiple client companies. This position is responsible for maintaining minimum performance standards, including production and quality standards.
Eligibility for promotion to Insurance Risk Assessment Interviewer II requires that the production and quality standards of this position are met and maintained for a minimum of 3-months after their new hire orientation period.
The major functions of the position
60% -Contacts life insurance applicants via telephone by placing outbound calls. Leaves messages for return calls or completes interviews with life insurance applicants. These interviews will include gathering medical, financial, occupational, and avocation histories.
30% -Uses the C4 Call Management System, Dialer and Avaya Phone System by making telephone calls, logging call attempts, documenting information within orders as necessary and recording call results. Reviews and edits information collected during the interview for quality assurance purposes.
10% -Learns the specific requirements stipulated by each client company.
Responds to the needs and requests of clients and ExamOne management and staff in a professional and expedient manner.
Observes all compliance policies and safety policies and procedures as outlined in the ExamOne Safety Manual or safety matters included in other special training.
Other duties as assigned.
This position has no supervisory responsibilities.
Education Preferred: High School Diploma or Equivalent required.
Work Experience: No previous call center experience is necessary
(Background in medical terminology, life insurance industry, or customer service preferred)
Other: Minimum Skills Required
-Type 30 wpm
-Average communication skills
-Accurate, detail oriented
-Proficient teamwork skills
-Good work attendance record
-Good organizational skills
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to communicate in person and on the telephone. The employee is frequently required to use hands to finger, handle, or feel in order to operate computer keyboard, office equipment and other essential tasks. The employee is frequently required to sit, stand, walk, bend, stoop, crouch and reach with hands and arms. This position infrequently lifts, carries, or otherwise moves and positions objects weighing up to 25 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
-Duties and responsibilities, as required by business necessity may by added, deleted or changed at any time at the discretion of management, formally or informally, either verbally or in writing. Scheduling and shift assignments and work location may be changed at any time, as required by business necessity.