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Operations Services Agent

Company: Efinancial
Location: Bellevue
Posted on: June 9, 2021

Job Description:

Who we are:

Fidelity Life is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed with which policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation.

In concert with Fidelity Life, eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial operates call centers in Chicago, IL; Seattle, WA; and Tempe, AZ. eFinancial's licensed agents and representatives reach thousands of consumers each day to help meet their unique life insurance needs - often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.

Together, Fidelity Life and eFinancial are revolutionizing the life insurance industry to make life insurance more accessible and affordable for everyday Americans. With an integrated marketing, product manufacturing, and controlled distribution system, the enterprise is uniquely positioned for growth.

What the job looks like:

We are looking for a responsible self-starter with good time management skills. As a customer service representative, you will be responsible for acting as a telephone operator, monitoring shared inboxes, and receiving all mail and packages. You will also be responsible for accurately distributing all correspondences received via these methods to the appropriate receiving parties. Some data entry will also be involved. The customer service representative may also greet guests and visitors to the office. A good candidate will have strong customer service skills with the ability to adapt to the daily job needs.

What you will contribute:

  • Answers and correctly routes call to various locations (departments or carriers).
  • Responds to basic inquires of internal and external customers and distribute accurate information.
  • Manages multiple email inboxes in Microsoft Outlook - responding or routing requests timely.
  • Receives mail and packages and appropriately distributes.
  • For all mail, completes data entry in Microsoft Excel to document and mapping of location to distribute and categorize. May interact and leverage various web portals.
  • Works to achieve a high level of customer satisfaction through listening and problem resolution skills.
  • Notifies and escalates customer complaints when necessary.
  • Documents customer communication in our company's business management system.
  • Greets visitors and maintains visitor logs.
  • May help with security procedures such as issuing badges or visitor passes.
  • Performs additional assignments as needed.

Who you are:

  • Organized. You have great follow through on tasks and superior organizational skills. You know which questions you need to ask to prioritize your work.
  • People-Focused. Creating a world-class employee experience is always top of mind in everything you do.
  • Resourceful. You know how to use your resources when you need to figure something out.
  • Collaborative. You thrive in situations where you need to work with multiple people to achieve your goal.
  • A Communicator. Whether written or verbal, you effectively get your message across while showcasing your ability to think outside the box.

What you should bring to the table:

  • Proficiency in MS office, including: Word, Excel, Outlook, PowerPoint
  • Highly organized with a strong attention to detail
  • Excellent time management and ability to work with minimal supervision
  • Results oriented and resourceful
  • Excellent oral and written communication skills with the ability to communicate with employees and management
  • Ability to multi-task in a fast-paced multi-deadline environment
  • Ability to work flexible business hours
  • Demonstrated initiative and self-motivation skills
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
  • Must be a team player and have a curiosity for problem-solving

Efinancial LLC, Fidelity Life Association, its parents subsidiaries and affiliates (collectively "The Company") are equal employment opportunity employers. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, gender identity, marital status, age, disability or any status protected by law. We assure you that your opportunity for employment with this Company depends solely on your qualifications.

#eFinancial #LI-RM1 #IND-Corporate

Keywords: Efinancial, Bellevue , Operations Services Agent, Other , Bellevue, Washington

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