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Tele App Representative - Life Insurance

Company: Carroll Enterprises, Inc.
Location: Worcester
Posted on: June 19, 2018

Job Description:

The TeleApp Rep. follows up and processes Insurance applications received from business partners. Schedule and conduct application and medical surveys with applicants. Facilitate the scheduling of paramedical exams. Provide quality customer service while communicating next steps of insurance process and setting expectations with the client and agents.-- Assist with inbound phone calls by providing agents and clients with application status updates.-- Interpret and enter data from Life Insurance Applications into Carrier application system. Assist with carrier research and organizational tasks as assigned.Become and remain proficient in required computer applicationsMaintain current product knowledge of applicable insurance products for all carriers.Conduct Application and Medical Surveys with Insurance Applicants over the phone,--documenting accurate application information during medical survey.Adjust premium quotes as needed, based on the obtained medical survey data. Inform applicant of any premium adjustments. Discuss alternatives (reduced coverage or term) and resell as needed.Maintain a professional telephone demeanor with clients and agents. Extend professionalism to interactions with coworkers in the workplace.Data enter medical surveys into application systems from paper submissionsMaintain an accurate and consistent performance level, including a reliable attendance record. Prioritize and manage outbound / inbound calls and workload.Knowledge of, and adhere to, HIPAA regulations. Observe and insure--confidentiality of PHI (protected health information).Skills & Qualifications Required:State life, accident and health insurance license--and ability to maintain. High school education or equivalentProficiency in MS--Word, Excel--and data entry skills1 to 2 years of telephone sales or customer service experienceInsurance industry work experience preferredStrong verbal and written communication skills to interact with clients, staff, outside professionals, insurance carriers and vendor personnelKnowledge of, and adhere to, HIPAA regulations.-- Observance of PHI (Protected Health Information).PM18PM17 PI102681267

Keywords: Carroll Enterprises, Inc., Pittsfield, Tele App Representative - Life Insurance, Other, Worcester, Massachusetts

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