More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.

But what truly sets us apart is our people, and the opportunities to grow your career with SelectQuote are unmatched.

This position involves working as a team with other employees within the Case Management Department to service SelectQuote Life’s clients and maximize the number of policies completing the underwriting process and getting placed with our carrier partners. Case Specialist floaters provide vital customer service and are primarily responsible for filling in for other Case Specialists during PTO/LOA. This individual is responsible for making a high volume of outbound calls to clients with outstanding information and documents that need to be obtained in order to move the case forward. This position requires extensive telephone/computer work complementing the sales process by handling objections reinforcing the buying decision creating urgency and persuading clients to return their paperwork.

Supervisory Responsibilities:

• This position has no direct supervisory responsibilities.

Essential Duties and Responsibilities:

• Manage a consistently high volume of outbound and inbound calls per day
• Utilize email and text regularly in order to maximize contact with clients
• Retrieve outstanding underwriting and delivery requirements from customers while answering any customer service related questions during phone-calls
• Work with carriers as needed
• Ability to handle customer objections or complaints
• Educate consumers on the underwriting process around documents and requirements needed to assist carriers in approving their life insurance policies
• Knowledge of each carrier’s guidelines when discussing delivery deadlines and
• Ability to understand and discuss sensitive client information including medical financial and lifestyle information
• Meet and exceed production and goals
• Build an understanding of other department functions thus being able to correctly identify a course of action for a case
• Progressively over time demonstrate a comprehensive knowledge of the term life insurance application process
• Ongoing training critical thinking ability to give and receive constructive criticism
• Participation in ongoing team training

Skills/Abilities:

• Willingness to learn grow and improve over time
• Ability to multi-task coupled with excellent time management skills
• Excellent oral and written communication skills
• Sales acumen
• Competitive nature
• Excellent phone manner and professional etiquette are a must
• Strong work ethic
• Customer service oriented
• Detail oriented action focused
• Demonstrate initiative discretion and integrity
• Strong computer familiarity is a must

Education and Experience: 

• College degree preferred
• Experience with sales and/or customer service

Physical Requirements:

• Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites.  The noise level in the work environment is usually moderate.
• Prolonged periods of sitting at a desk and working on a computer.

SelectQuote Core Values:

Service: We create positive customer experiences. 

Entrepreneurship: We create innovate & take risks. 

Leadership: We build & invest in high-performing teams. 

Empowerment: We embrace a changing environment. 

Courage: We challenge the status quo & drive continuous improvement.

Teamwork: We help support & celebrate each other.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.