Efinancial Policy Issue Specialist in Bellevue, Washington

As a Policy Issue Specialist, your biggest responsibility will be to finalize transactions with our customers and facilitate their commitment in order to activate their life insurance policy. This is the last step the customer has to complete before you have helped them change their family’s future for the better.

  • Call customers who have received their policy in order to facilitate a commitment to complete the process by activating the policy

  • Be a closer and call clients in order to gain commitment and/or re-quote them for a different policy in order to close the deal and make them a proud life insurance policyholder

  • Utilize your superior sales techniques to call on suspended cases to persuade them to complete their final few steps to gain financial security for their loved ones

  • Other projects as assigned by supervisor to assist the Policy Issue Department

To perform this job successfully, an individual must be able to perform each essential duty at an optimal level as we only hire A++ players. The requirements listed below are representative of the knowledge, skill, and/or ability required to be the best in class Policy Issue Specialist:

  • Superb customer service skills

  • Ability to effectively establish rapport, present information and respond to questions from managers, clients and customers

  • Must be willing and able to multi-task!

  • Hunger for results and goal driven

  • Excellent verbal and written communication skills

  • Effectively able to prioritize tasks

  • Demonstrated ability to work independently and as part of a cross-functional team


Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience

  • Previous sales experience required.

  • CallCenter experience is highly desired.

Certificates and Licenses:

Licensed in Life and Disability

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Office Suite and PDF formatted files.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Specific vision abilities required by this job include close vision and ability to adjust focus to read a computer screen and various documents. While performing the duties of this job, the employee is frequently required to sit and use hands and fingers for keyboarding or similar use of hands. The employee is occasionally required to reach with hands and arms and occasionally required to talk and hear.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Work is performed in a typical office environment. The noise level is usually moderate.

ID: 2016-1579