11 am - 8 pm central time Monday - Friday, Saturday hours are 8:00 am - 4:30 pm

Summary:

• The primary purpose of this position is to complete life insurance medical and financial interviews via telephone outbound calls for multiple client companies.

Duties and responsibilities:

• Place outbound calls to contact life insurance applicants. Complete interview with applicant or leave a message for a return call
• Gather medical, financial, occupational, and avocation histories during interview.
• Review and edit information collection during the interview for quality assurance purposes.
• Use the C4 call management system, Dialer, and Avaya Phone System to make telephone calls. log call attempts, document information with orders as necessary and record call results.
• Learn the specific requirements stipulated by each client company.
• Respond to the needs and request of clients, staff and management in a professional and expedited manner.
• Observe all compliance policies and safety policies and procedures as outlines in the Safety Manual or safety matters included in other special trainings.
• Perform other duties as assigned to meet the business needs or customer requirements. This is not an exhaustive list of all of the duties and responsibilities, but rather a general description of work performed by the position.

Education:

• HS diploma or equivalent