Do you talk to random people you pass on the street? Are you detail-oriented and love helping people? Then our Client Policy Coordinator position could be just the role for you!

Snapshot of what you will do:

Help doctors through the process of applying for disability and life insurance. As a Client Policy Coordinator, you will coordinate the calendar daily to ensure effective coverage of calls. While on the phone with a client you will collect their information, walk them through an application, and medical questionnaire via phone to prepare them for the underwriting process. When you are not on the phones, you will be verifying client information to ensure accuracy in applications and tracking systems, monitoring and distributing email communications to the Case Managers, working on projects, and helping to guide seasonal/temporary employees in daily application coverage.

What we are looking for:

• 2 years of high-touch customer service or sales experience required. Experience in the insurance industry is strongly desired.

• Strong communications and people skills to comfortably and confidently speak to clients over the phone and email.

• An ability to be adaptable and remain calm under pressure.

• Dependability, ability to focus on details, yet be flexible is essential too.

• An ability to remain focused in an open and energetic environment.

• Tech comfortable with an ability to comfortably navigate G Suite applications.

• Experience with Salesforce (or similar CRM systems) is highly desired.

At Pattern, we have a passion for helping doctors. We believe, as doctors and our team make better decisions, lives are changed. YOU can play a major role in helping our team’s success and serving our clients. We have a Fun-fessional culture but don’t let the Fun fool you. We are growing fast and have big goals! We perform at a high level and like having fun together while doing it. Still interested? GREAT!

APPLY NOW

Do you find spreadsheets exciting? Notice the spelling errors in a book? Are you self-disciplined and thrive on continuous growth and improvement? Then, our Insurance Quotes Analyst position could be just the role for you!

Snapshot of what you will do:

As an Insurance Quotes Analyst, you will utilize different systems and software to process insurance quote requests, research discount opportunities, check quotes for accuracy, as well as organize and build quote presentations for the sales team. You will work within Salesforce and other systems to pull lists, track, monitor, and update activities. In this role, you will have the opportunity to help improve processes, work on projects, and help reach team and company goals.

What we are looking for:

• 2 years of experience with CRM systems (preferably Salesforce).

• Tech-comfortable with an ability to comfortably navigate G Suite applications.

• An ability to be adaptable to change.

• Comfort with communicating via email, chat, etc

• A love for focus and desire to work with details for long periods of time.

• Strong ability to ask the right questions, find the right information and have a willingness to proactively solve problems.

• Excitement for learning.

• Drive to grow and develop new and more effective ways to help our clients and company blaze new trails.

At Pattern, we have a passion for helping doctors. We believe, as doctors and our team make better decisions, lives are changed. YOU can play a major role in helping our team’s success and serving our clients. We have a Fun-fessional culture but don’t let the Fun fool you. We are growing fast and have big goals! We perform at a high level and like having fun together while doing it. Still interested? GREAT!

APPLY NOW

Do you talk to random people you pass on the street? Are you detail-oriented and love helping people? Then our Client Policy Coordinator position could be just the role for you!

Snapshot of what you will do:

Help doctors through the process of applying for disability and life insurance. As a Client Policy Coordinator you will coordinate the calendar daily to ensure effective coverage of calls. While on the phone with a client you will collect their information, walk them through an application, and medical questionnaire via phone to prepare them for the underwriting process. When you are not on the phones, you will be verifying client information to ensure accuracy in applications and tracking systems, monitoring and distributing email communications to the Case Managers, working on projects, and helping to guide seasonal/temporary employees in daily application coverage.

What we are looking for:

• 2 years of high touch customer service or sales experience required. Experience in the insurance industry is strongly desired.

• Strong communications and people skills to comfortably and confidently speak to clients over the phone and email.

• An ability to be adaptable and remain calm under pressure.

• Dependability, ability to focus on details, yet be flexible are essential too.

• An ability to remain focused in an open and energetic environment.

• Tech comfortable with an ability to comfortably navigate G Suite applications.

• Experience with Salesforce (or similar CRM systems) is highly desired.

At Pattern, we have a passion for helping doctors. We believe, as doctors and our team make better decisions, lives are changed. YOU can play a major role in helping our team’s success and serving our clients. We have a Fun-fessional culture but don’t let the Fun fool you. We are growing fast and have big goals! We perform at a high level and like having fun together while doing it. Still interested? GREAT!

APPLY NOW