SENIOR SALES CONSULTANT (Former Employee) – Bellevue, WA – July 11, 2017
The atmosphere is pretty good. Management could use some improvement in continuous training and managing people to their strengths. At a brokerage, they expect you to push one specific company and one policy in particular to the point that if you don't sell enough your compensation and job will be affected. Compensation has been changed every year, a little at the time, in favor of the company but overall compensation in not too bad.
Account Executive (Current Employee) – Chicago, IL – August 22, 2017
Started off as a Business Development Rep which is standard across the board. I like this approach because I was able to learn an entire new business instead of being thrown into a whole new industry and expected to sell from the start like my last job. Managers are great and coach you up really well and cash contest are always fun. They like to buy lunch for the sales floor a lot we had wings for national wing day a few weeks ago.
Lunches and a awesome commission structure
30K base but you also make easily 7-10 k in commission to make up for it
Good pace to work but not much advancement opportunities unless for sales.
NEW POLICY COORDINATOR II (Current Employee) – Bellevue, WA – March 26, 2017
Good place to work for. Great benefits just not many advancement opportunities unless you want to work for the sales department or sale retention. Management is flexible and understanding and works with you on every situation. Overall I enjoyed my time at efin.
Senior Licensed Life Insurance Agent (Current Employee) – Chicago, IL – May 5, 2015
This job is all about being available once you're in a sales role. At that point every part of your day is monitored and timed, including bathroom breaks. A lot of turnover due to a lack of training and a lot of your success can depend on who your manager is and what kind of leads your are given.
Senior Account Executive (Former Employee) – Bellevue, WA – January 15, 2014
This is a great job if your single and able to handle 50-60 call per day from customers around the country asking for free life insurance rates. The pay is inconsistent if your responsible for a family, so this job is good for singles.
During the months you do well, the commission is very beneficial
Quality Assurance Specialist (Former Employee) – Bellevue, WA – March 27, 2013
The department I worked in was just being formed and protocol was still being figured out. It was a work in progress and it felt like the other departments did not full understand or try to work with QA due to cliches that formed from sales. The job was a perfect fit for me as it used my organization, attention to detail, communication, and one on one involvement with those we were working with.
benefits, managment, great hours, great location
lack of communication between department, cliches, gossip, unogranized, desheveled priorities
Health Account Manager (Former Employee) – Bellevue, WA – March 3, 2013
• Sold Life and Disability insurance products to individuals • Used needs analysis to help prospects understand the difference between their actual need for insurance and their perceived need which resulted in prospects making better educated decisions • Gathered detailed health information from prospects for the use of underwriting pre-screens to increase accuracy in quoting • Serviced existing clients by offering annual policy reviews to ensure proper coverage
Young work environment with lots of team building activities
Virtual Case Manager (Former Employee) – Bellevue, WA – June 4, 2012
My day here would consist of getting to work early and dive right in to work on my over 300 plus files that I was managing for life insurance. My job was to assist the insurance agents that dealt with us virtually. I was the main point of contact for the agent, potential buyer and the actual life insurance companies. While there I assisted all the way from the application process right down through to the PI being approved or declined and purchasing life insurance. During the day I would email, call and mail the PI to obtain additional information needed during the underwriting process and relay it back to the life insurance companies with whom they were applying.