Employment Opportunities
A Smart Place to Work
IntelliQuote Insurance Services is the smart choice for life insurance. Join our team and be a part of a financially sound, rapidly growing life insurance agency in the greater Sacramento area. As a premier online insurance marketplace, our customers come from all over the U.S. seeking Life Insurance, Auto, Health, Homeowner's, and Long-Term Care insurance.
IntelliQuote is an equal opportunity employer offering paid training and competitive compensation. In addition to an exciting work environment, we offer:
Competitive salary with bonus opportunities Comprehensive medical and dental benefits package 401(k) with company match Generous paid time off including holidays, vacation and illness Business casual work environment.
See What's Available for You
Review our list of available employment opportunities and apply online. We believe in maintaining a healthy, drug-free environment. All applicants will be required to pass a drug screening prior to employment.
Positions Available
CASE MANAGER
We're seeking a highly skilled and motivated full-time CASE MANAGER to join our team and assist our customers by phone and over the Internet. This is a full-time position that spans the hours of 5am-7pm, Monday thru Saturday that is located at our office in El Dorado Hills. Generous salary range, depending on skills and experience.
Job Requirements:
- Data entry skills and keyboarding skills of 60+wpm preferred
- Excellent customer service and administrative skills with a customer-focused attitude
- Highly organized with sound judgment and excellent time management skills
- Excellent analytical and problem-solving skills with ability to learn quickly and independently
- Flexible, adaptable, not hindered by ambiguity of lack of information
- Strong understanding of computer systems and software, including email, browsers, etc.
- Effective communication skills, verbal and written, with excellent phone etiquette skills
- Excellent interpersonal skills with superior teamwork skills
- Self-motivated to work independently and multi-task at a high level
- Able to work well under pressure to meet deadlines and maintain high attention of detail
- Ability to resolve problems commensurate with established department goals and objectives
- Ability to multi-task and prioritize competing tasks by determining the highest value on return
- Self-disciplined and reliable
Also a plus:
- Background in insurance, sales and banking industry preferred
- Prior customer service experience or formal training
- Previous outbound calling experience/training; call center or telemarketing experience/training
- College level experience a plus
Responsibilities:
Provide quality customer service for clients and internal sales staff while assisting in following up on cases that have moved into the underwriting stage of our lifecycle;
- Collect vital and confidential information, update customers on policy status, and explain discrepancies or process.
- Handle multiple open applications and pending documents concurrently.
- Manage multi-projects in time-compressed situations.
- Process and review all life insurance documents cases in a fast-paced environment.
- Provide liaison team support for coordinating the application process of documents from A to Z with all appropriate persons.
- Track and monitor underwriting of insurance policies from application to policy approval.
- Cross-reference incoming policy for accuracy, to application, database and carrier's website when necessary.
- Prepare policies to be delivered to client and update database with the vital information. Be effective in problem if a policy comes in other than applied.
- Review the delivery requirements with the database before sending on to the carrier.
- Handle large volume of policies and delivery requirements in time sensitive manner.
- Maintain regular contact with clients to inform them of the status of their application.
- Develop and maintain healthy business relationships with our underwriters.
- Respond promptly and courteously to vendor and client needs.
- Maintain current data in the company's database by updating information in the computer as soon as a task is completed.
- Communicate regularly with sales staff, management, service providers, and clients to be sure the highest possible quality of customer service is being provided for every individual.
- Evaluate and respond, as necessary, to each customer's situation to determine the best possible course of action. This will include processing and reviewing new life insurance applications for accuracy and completion, and contacting the applicant if additional information is needed to expedite underwriting.
- Ensure that all needed forms are submitted with the application and all underwriting guidelines are met in a timely manner, and update insurance carriers with any new information or open issues via fax, email and telephone.
Our Life Insurance Case Managers are an important part of our team. As a Case Manager you will have the opportunity to shape your career with your skills, experience, ambition, and interests. We have created an environment that allows your growth in the Life insurance industry. You'll be backed by our company's commitment to our customers. In return we expect you to meet departmental goals and adhere to the highest standards in the industry for customer satisfaction and ethical behavior.
CUSTOMER SERVICE REPRESENTATIVES
Summary: Assist Case Managers, sales department and customers via phone and over the Internet. Handles all inbound, first level calls from our customers. Escalates issues to others within the department as needed. Resolves customer questions while dealing with all application and policy related issues by performing the following duties. This is a full time position with hours: Work day spans 5am-7pm, Monday through Saturday, flexibility is a must.
Essential Duties and Responsibilities
Qualifications 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Answers incoming telephone calls, determines purpose of callers, and resolves issues or forwards calls to appropriate sales agents or department.
- Retrieves messages from voice mail and forwards to appropriate departments.
- Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable.
- Data entry and keyboarding skills wpm = 60
- Operates computers, including email, browsers, and window environment
- Makes outbound calls to carriers to review application and policy status.
- File setup and maintenance and follow-up to all compliance directives
- Corresponds with Insurance Carriers regarding the status of applications
- Provides general office support as assigned
- Possesses outstanding customer services skills to handle Insurance Carrier workload.
- Use of Contact Management systems; VAM, Dial Vision, I:3 Dialer, Software Database software; Internet software; Spreadsheet software, Microsoft Suite of tools preferred.
- Must possess problem resolution skills and able to multi-task
- Should be able to meet job performance goals reliably
- Candidate should be good at organizing and tracking critical events
- Collect vital and confidential customer information
- Other duties as assigned
Education and/or Experience, Certificates, Licenses, Registrations
High school diploma or general education degree (GED); with a minimum one year customer service related experience. College students, retirees also encouraged to apply.
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.
While performing the duties of this job, the employee is regularly required to sit; use hands to keyboard, and talk or hear. The employee is occasionally required to stand and walk.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Customer Services Operations Representative Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Uses reason even when dealing with emotional topics. Uses intuition and experience to complement data
- Customer Service - Responds promptly to customer needs; Meets commitments.
- Interpersonal Skills - Listens to others without interrupting; Keeps emotions under control.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar.
- Quality Management - Demonstrates accuracy and thoroughness.
- Ethics - Treats people with respect; Keeps commitments; Works with integrity and ethically.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time.
- Planning/Organizing - Uses time efficiently.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Follows through on commitments.
- Quality - Demonstrates accuracy and thoroughness.
- Quantity - Completes work in timely manner; Works quickly.
- Attendance/Punctuality - Is consistently at work and on time; Arrives at meetings and appointments on time.
- Dependability - Follows instructions, responds to management direction; Keeps commitments.
- Initiative - Asks for and offers help when needed.
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