About this role
As New Policy Representative, you will be following up with customers after they have agreed to purchase a policy through a sales agent. You will review requirements and assist the client with completing these requirements so that they can progress through the process. Our biggest priority is to ensure that if a medical exam is required the customer is set up for success and completes this exam in a timely manner. We want to ensure that they can obtain their full coverage as soon as possible so that their loved ones have protection in place.