Tele Service Consultant
Core
Conduct full insurance application interviews and tele-underwriting calls to collect member data and deliver underwriting decisions.
Role type
Tele Service Consultant (Life Insurance)
Builds
Life insurance application processes and underwriting outcomes
Domain
Insurance / Contact Centre
Deliverable
client delivery
Required skills
phone-based communication, health/lifestyle questioning, regulatory compliance, documentation accuracy, inbound/outbound call handling
Preferred skills
customer service experience, attention to detail, ability to work independently
Responsibilities
Complete full insurance application interviews and follow-up Tele Underwriting calls, Ask prescribed health, lifestyle and employment questions and accurately document responses, Deliver underwriting decisions to members and provide clear explanations where needed, Handle both inbound and outbound calls, Maintain high service, compliance and quality standards, Support team members and identify process or member experience improvement opportunities