Final Expense Verification Specialist

1. Call Verification (Medical & Financial Qualification) Receive warm calls generated through the bot system or dialer. Ask all required medical qualifying questions (basic health indicators, major medical conditions, medication history, recent hospitalizations, etc.—as per script). Ask all required financial qualifying questions (affordability range, comfort level with small monthly premiums—no quoting or selling). Confirm that the customer meets the Final Expense campaign criteria based on both medical and financial responses. Ensure the lead is clean, accurate, and fits Closer requirements before transfer. 2. Need-Building & Customer Preparation Build quick rapport with senior customers using empathy and clarity. Identify and reinforce the customer's reason for coverage (protection for loved ones, avoiding burden on family, etc.). Strengthen motivation without overselling or discussing policy details. Prepare the customer for the licensed Closer by setting expectations and reducing doubts. 3. Smooth Transfer Process Provide warm, professional handovers with zero confusion or long gaps. Use correct pre-frame statements such as introducing the licensed specialist. Maintain transfer quality to support high conversion on the closer side. Ensure the customer stays engaged throughout the handover. 4. Script & Compliance Adherence Follow the approved verification script word-for-word—no modifications. Avoid policy details, prices, underwriting decisions, or misleading statements. Maintain a compliant, professional tone on every call. Uphold high ethical standards and call discipline at all times. 5. Documentation & Systems Accuracy Update CRM/dialer notes clearly and accurately for every interaction. Mark dispositions correctly: Verified Not Qualified Not Interested Call Back Bot Error / Invalid Lead Maintain daily workflow discipline and follow the queue process. Ensure all verified leads are clean and clearly documented for Closers 6. Floor Discipline & Team Collaboration Maintain punctuality, break discipline, and professional conduct. Work closely with Closers to understand which verified calls convert best. Participate in coaching, feedback, and skill‑building sessions to improve call quality. Maintain a positive, cooperative attitude in a fast-paced environment.