Forecare Clinical Phone Interviewer (Batesville, IN)

Position Available for Immediate Hire

Forethought Financial Group has an exciting opportunity for a part-time Clinical Phone Interviewer position based in Batesville, IN. If you meet the following requirements and are interested in this position or have any questions, please contact Human Resources by email at: Human.Resources2@forethought.com.


This position is responsible for completing by telephone, a medical assessment with potential new clients interested in purchasing ForeCare, our fixed annuity with a long term care rider distributed through our partner banks and marketing organizations.  Knowledgeable in medical terminology and the ability to speak clearly and record accurate information is required.


  • Conduct phone interviews, provide excellent customer service by telephone
  • Understand annuity and insurance products, procedures and system capabilities
  • Verify personal information
  • Administer telephonic cognitive screening tests
  • Accurate data entry and record keeping
  • Question clients regarding medication usage and record responses
  • Determine when cases need to be referred to underwriting
  • Communicate underwriting decisions to the field
  • Other duties as assigned by management


  • Associates degree or equivalent experience
  • 1-3 years experience within the health care industry (medical office, pharmacy or similar)
  • Customer service / call center experience preferred
  • Knowledgeable in medical terminology, especially prescription drugs
  • Understanding of medication usage is helpful
  • Excellent phone presence and presentation
  • Ability to speak clearly, annunciate properly and accurately
  • Ability to type and talk simultaneously and professionally fill dead space when waiting for information
  • Previous experience with geriatric patients
  • Basic computer navigation
  • Excellent data entry skills with attention to detail and accuracy on a daily basis
  • Demonstrate strong attention to detail with excellent organizational skills
  • Strong interpersonal and team skills required
  • Participates as a fully functional team member by learning and performing all team processes
  • Support operational measures and assist in meeting established service standards
  • Strong written and oral communication skills
  • Ability to maintain positive attitude and composure in dealing with difficult situations
  • Ability to be flexible and prioritize activities 
  • Flexibility with scheduling to cover shifts Monday – Friday 8:30am-7pm 
  • Spanish preferred

Supervisory responsibilities: There are no supervisory responsibilities with this position.


The above statements are included to describe the general nature and level of work performed by associates assigned to this position.  They should not be construed as an exhaustive list all responsibilities, duties, and skills required of personnel so classified.

About Forethought

Founded in 1985, Forethought Financial Group, Inc. (“Forethought”) is a privately-held, diversified financial services organization based in Houston, Texas, with insurance operations throughout the United States. Forethought provides life insurance and annuities that help America’s senior middle market plan for their pre-retirement, retirement and end-of-life needs through key third-party distribution relationships. 

Forethought’s experienced leadership and financial discipline underlie strong growth and success in the marketplace. With a targeted strategy and multifaceted product lines, Forethought delivers enduring value to customers, distribution partners and shareholders.