Policy Representative

eFinancial

Customer Service Representative at Fidelity Life handling client scheduling for medical exams. Providing professional customer service to clients regarding their insurance needs and maintaining documentation.

Posted 6/30/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $17 per hourWebsite

Tech Stack

Tools & technologies

Swift

About the role

Key responsibilities & impact

Reach out to clients to assist them with scheduling medical exams for their life insurance policies.
Utilize various systems to identify client requirements needed to gain or upgrade a client’s insurance coverage.
Troubleshoot customer service phone calls.
Reply to customer and colleague voicemails and emails in a timely manner.
Provide professional customer service to clients, carrier representatives, and coworkers.
Perform task work in a timely manner to ensure the caseload is caught up and clients are contacted regularly.
Maintain documentation of client interactions and paperwork in an organized manner.
Maintain call and email quality to ensure excellent customer service standards.

Requirements

What you’ll need

Previous experience in remote phone customer service preferred.
Previous experience working in a fast-paced environment preferred.
Ability to multi-task in a fast-paced multi-deadline environment.
Ability to work flexible business hours.
Strong time management skills while working in a fast-paced environment.
Experience navigating multiple screens and systems at once with swift keyboard proficiency.
Experience with MS Office programs.
Strong interpersonal communication skills including experience communicating needs or requirements to a client as well as effectively and professionally interacting with team members.

Benefits

Comp & perks

Medical Insurance: Choose from a variety of plans to fit your healthcare needs.
Dental Insurance: Coverage for preventive, basic, and major dental services.
Employer-Paid Vision: Comprehensive eye care coverage at no cost to you.
Employer-Paid Basic Life and AD&D Insurance: Peace of mind and additional protection.
Employer-Paid Short-Term and Long-Term Disability Insurance: Financial support in case of illness or injury.
401(k) Plan: Save for your future with a company match to help you grow your retirement savings.
PTO and Sick Time accrue each pay period: Take time off when you need it.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Strong Interpersonal CommunicationProfessional InteractionOrganizational Skills