Fidelity Life/Efinancial

  • New Policy Coordinator

    Location US-WA-Bellevue
    Job ID
    2018-1722
  • Overview

    As a New Policy Coordinator, you will be the client’s main point of contact throughout the application and underwriting process. The New Policy Coordinator's main focus is to guide our customers through the necessary steps required to complete the insurance application process.  By utilizing exceptional communication and customer service skills, the New Policy Coordinator will assist in the overall advancement of the sales process, until a final decision is made.

    Responsibilities

    • Communicate with applicants to assist them in the scheduling of their medical exams
    • Proactively take necessary actions to move the application process forward, including follow ups with customers, agents, vendors and insurance carriers to obtain required information, forms, signatures, policy criteria, etc., prior to submission to the insurance carrier
    • Review new insurance applications received for all required information and documents with a focus on detail and accuracy
    • Lead clients through the underwriting process while ensuring they meet internal, underwriting, and appropriate regulatory rules and guidelines
    • Maintain detailed, compliant, and accurate files
    • Prepare correspondence to insurance carriers and clients
    • Communicate application status to all interested parties (clients, agents, carriers, management)
    • Act as primary contact person to Customers during application and as a new Policy Holder
    • Provide legendary customer service to clients and other team members
    • Answer Customer questions regarding policy, coordinate basic policy change requests with carrier
    • Adhere to quality standards and service level agreements (SLAs) in your daily work
    • Other projects as assigned by Manager to assist the New Policy Coordinator Department

    Qualifications

    • High School diploma or equivalent required; Associate degree from a two-year college with call center experience preferred 
    • Ability to balance customer needs or accommodations with hard deadlines
    • Professional communication skills including superior written and verbal communication with clients
    • Patience and ability to explain concepts that are unfamiliar to clients in different ways until they can be well understood
    • Excellent time and task management
    • Highly organized with strong attention to detail
    • Self-starter with the ability to manage assigned work independently
    • Ability to react to change in a productive and positive manner
    • A teamwork mindset – you take ownership of your work and your team's success
    • Great computer skills; familiarity with keyboard shortcuts, WPM of +40, MS office programs

     

     

    EEOC/Other

    Efinancial is an equal opportunity employer and supports a diverse workplace. As an Efinancial employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.

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