About the role
The Tele Interview team coordinates and conducts medical interviews with clients applying for life insurance. The tele-interviewer collects confidential information about the client’s medical history and lifestyle. Successful candidates will join a new team composed of high-energy individuals with a passion of delivering excellent customer service.
Specific Accountabilities:
The Tele-Interviewer's role is to, during a recorded interview, simultaneously interview the client and document the answers, collecting confidential information about the client's medical history (health and medication) and non-medical (lifestyle).
As a key touch point with the client, responsibilities include:
- completing the tele interview,
- arranging for calling back with clients that are not available,
- informing the advisor of updates on the case using CSW and/or over the phone
- answering the client’s questions about the next step of the process up to transferring the client to other units upon request.
Qualifications and Competencies Required:
- Bachelor's degree (any medical or health allied course)
- At least 1.6 years solid experience with a complex and metrics-driven account (proven longevity in a company)
- Knowledge on insurance and related products
- Knowledge of medical terminology (medical conditions, medicines, etc.)
- Excellent communication skills (oral and written)
- Excellent reading skills and comprehension
- Experience in Outbound/Healthcare campaign is a plus
- Good interpersonal skills
- Communicate effectively, both verbally and in writing
- Demonstrate active listening skills
- Understand the client and create an exceptional experience
- Demonstrate creativity and initiative in a continuous improvement approach
- Flexible and adaptable to changing priorities
- Demonstrate professionalism and commitment to confidentiality
- Ability to effectively manage workload
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