• Application Development Assistant

    Location US-WA-Bellevue
    Job ID
  • Overview

    Primary responsibilities include making follow-up calls to clients from an automated dialer and corresponding with clients and vendors via email to answer questions, recover applications, and medical paperwork for underwriting. You will be assigned a group of agents and responsible for follow-up on the sales that each agent makes.


    • Coordinate business for assigned group of agents and is responsible for follow-up on the sales made by that group of agents
    • Manage up to 300 insurance applications at a time
    • Prepare and mail applications to customers
    • Receive incoming insurance applications and review for required information and medical exam paperwork
    • Perform regularly scheduled follow-up calls to customers, agents and vendors in order to answer questions and recover applications and medical paperwork for underwriting
    • Build relationships with key agents in the field and provide stellar customer service to agents and  customers
    • Confirm agent contracting when first piece of business is received via Efinancial’s contracting department


    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.

    • Strong attention to detail
    • Strong Customer Service Skills and Experience
    • Excellent time management ability
    • Highly organized
    • Professional communication skills
    • Ability to multi-task in a fast-paced multi-deadline environment
    • Ability to work flexible business hours
    • Excellent verbal and written communication skills
    • Demonstrated ability to work independently and as part of a cross-functional team
    • Results oriented
    • Dynamic and driven to succeed


    High School Diploma or general education degree (GED); and one year experience in a customer service and/or call center background. 


    Computer Skills:

    High level of knowledge and skill with MS Excel, MS Word and PDF formatted files


    Language Ability:

    Ability to communicate effectively (verbally and written) with clients, team members and leadership

    Ability to read and interpret documents such as rules, instructions and procedure manuals 

    Ability to write routine reports and correspondence 

    Ability to speak and write effectively with clients, team members and company leadership



    Math Ability:

    Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. 


    Reasoning Ability:

    Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. 

    Ability to deal with problems involving several concrete variables in standardized situations


    Physical Demands:

    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.


    Specific vision abilities required by this job include close vision to read a computer screen and various documents.  While performing the duties of this job, the employee is frequently required to sit and use hands and fingers for keyboarding or similar use of hands. The employee is required to talk and hear and occasionally required to reach with hands and arms.


    Work Environment:

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.


    Work is performed in a typical office environment.  The noise level is usually moderate.



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