Processes new insurance applications on behalf of Agents from application out through Underwriting decision; Provides assistance to the applicant in scheduling medical exams with our para-med vendors; manages the underwriting process as liaison between customer, insurance agents and insurance carriers to ensure all necessary documentation is obtained and that all applications are processed in a timely manner; provides customer service for new Policy Holders; resolves payment issues between Policy Holders and carriers to activate and keep policies inforce.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Efinancial is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Efinancial is an At-Will Employer.