App Assist Interview Representative

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

The App Assist Interview Representative will conduct telephone interviews with proposed insured's to solicit all personal and medical information required to successfully process an application for life insurance by interfacing with underwriters, general agents, and vendors to facilitate the underwriting and new business process.

Conduct professional, courteous, articulate interviews and follow up calls with the proposed insured(s), building a positive rapport, to obtain all pertinent personal and medical information to meet or exceed standards.
• Review, verify, and accurately decipher documents, notes, and correspondence for additional/anecdotal information to ensure accurate processing and approval of all life insurance policy contracts.
• Accurately enter data related to the application into a variety of system platforms to document case activity and any other relevant information (e.g. special handling/requests, conversation notes, etc.) to ensure accurate processing and approval of all life insurance policy contracts.
• Provide accurate, prompt, and professional service to all inquiries received by phone or in writing while maintaining departmental standards and time service standards.
• Correspond effectively, using proper grammar and spelling, within the department, underwriting staff, vendors, and other Administrative Service departments to assist in resolving problems, expedite business, and/or escalate for further handling.
• Effectively communicate AppAssist & New Business policies, procedures, and guidelines to internal and external customers.
• Take ownership of cases and consistently review to identify opportunities to improve the customer experience including cycle time and placement ratio.
• Ensure accurate and timely completion of reports including by not limited to task completion (i.e. productivity), time cards, and other goals and objectives as assigned.
• Process all other duties as assigned.

Education

Some college preferred

LOMA-ACS 100

Experience/Knowledge

Knowledge of medical conditions and terminology

4+ years of experience in a customer service related position with telephone experience

Property and Casualty or Health insurance experience preferred

Skills

Excellent time management and interpersonal and communication skills

Detail oriented and high tolerance for repetitive tasks

Proficient in Microsoft Office

Typing 40+ WPM

Ability to work independently and within a team environment

Flexible to work overtime on occasion to meet business needs, strongly preferred

Ability to telecommute from primary residence

DSL connections with available internet speed of 50 download Mbps and 10 upload Mbps

Must be within commutable distance from the corporate office

Flexibility to work at the corporate office for

• Quarterly team meetings
• Refresher training
• Special projects

What's in it for you?

The expected hiring compensation range for this position is $45,800 - $59,525 annually. The work hours for this position are from 10AM - 6:30PM EST. This position currently requires onsite reporting for up to three days per work week with flexibility of work from home days the remaining two.

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.