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Customer Engagement Associate - Life Insurance



Customer Service
Posted on Wednesday, September 6, 2023

Customer Engagement at Policygenius...

The Customer Engagement team at Policygenius prides itself on delivering a high-quality customer experience while also ensuring we do everything we can to get our customers to purchase a policy. We wear a lot of hats and often work closely with Case Management and Quality Assurance to provide the best insurance shopping experience ever. Our mission is to educate our customers on the life insurance buying process to ensure we get them the policy that fits their needs.

The work we do is no walk in the park--but it is super rewarding and has an immediate tie to Policygenius’ mission. You will get to exercise problem-solving on the fly, out-of-the-box thinking, and versatility. Issues? We'll take care of it. Complexities? We'll solve it. Questions? We’re all over it. Intrigued? Then come and join our team!

You will...

  • Become a licensed expert on our term life insurance products through independent onsite training and cross-team collaboration
  • Ensure a seamless and transparent customer experience with regular status updates and an emphasis on customer retention via phone, email, and SMS
  • Master workflows while navigating insurance carrier websites and our proprietary CRM software, and take the wheel when troubleshooting and proposing solutions
  • Address customers’ questions about the life insurance buying process to include the application, underwriting, and policy delivery
  • Communicate adverse underwriting decisions (impaired risk, postpones, and declines) with empathy and tact and recommend alternative options, if they are available
  • Communicate masterfully when working with internal stakeholders and leaving internal notes for your colleagues

Need to have

  • Willingness to obtain a life insurance license
  • A customer-centered mindset -- motivated by solving problems for customers and your team
  • Strong communication and effective listening skills with an attention to detail
  • Ability and willingness to provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience
  • Honesty and integrity – you do not cut corners ethically and can be trusted to do the right thing for customers and for the team
  • A teamwork mindset -- you take ownership of your work AND your team's success
  • The desire to learn and grow professionally and contribute to the success and culture of the company
  • A high degree of comfort in getting involved in the sales process
  • A deep appreciation for the power of a well-placed gif

Nice to have

  • 1+ years of client-facing work experience and Bachelor’s degree a plus (relevant work experience in lieu of degree)
  • Retention sales experience
  • A life insurance agent or broker license

Our customer engagement associates typically work Monday through Friday 9am - 6pm shifts in their time zone, with opportunities for flexible shifts and overtime! Saturday shift every 5-6 weeks is also required. We offer bonuses to those who qualify.

Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role.

You can expect…

  • Company-paid health, dental, vision, life, and disability insurance
  • 401(k) plan, FSA, and commuter benefits
  • Generous PTO
  • A flexible-first workplace with the freedom to work in our beautiful offices or remotely as needed based on the needs of your role, your team, and the business
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry, including training, mentorship, and coaching from leadership
  • An inclusive community of fun, diverse, and open-minded coworkers committed to our mission of helping people get financial protection right

About Policygenius

Policygenius is the online insurance marketplace combining cutting-edge technology with the expertise of real licensed agents to help people get the coverage they need to protect their family, property, and finances with confidence. Since 2014, we've served as a resource for millions of people on their insurance journeys, and we've placed more than $160 billion in coverage. Our $125 million Series E in early 2022 brought our fundraising total to over $250 million.

At Policygenius, we've worked hard to maintain an inclusive culture amid our rapid growth. We’re proud of building an environment that encourages our teammates to bring their authentic selves to work, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why we’ve been voted one of Inc. Magazine's "Best Workplaces" four years in a row!

Diversity at Policygenius

Policygenius believes differences should be celebrated, and we're committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements, and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status, or any other status protected by law.

Come join the team!