Settlement Group

Who sells their life insurance policy?

In some cases, policy holders who've been paying their premium for years reach a point where they no longer need the same coverage.

Imagine a father who buys a life insurance policy to protect his young children.

Twenty-five years later, if those children are grown and financially independent, the father may not feel he needs to keep his life insurance policy.

That's where Settlement Group can help.

"We help people sell their policies for more than they could get if they simply surrendered their policy to the life insurance company," Luke said. "It's a win-win for everyone."

The model is still relatively niche, but it continues to grow, and Settlement Group is expanding as it does.

Since many of the tasks performed by team members at Settlement Group can be done remotely, when Luke brought the idea of virtual assistants to the team, they were interested in testing it.

Starting Small: A Successful First Hire

After reaching out to Remote CoWorker, Luke connected with Kirby, who became his primary Remote CoWorker account manager.

Together, they discussed Settlement Group's existing hiring needs and decided to experiment with a customer service role.

That launched the first hiring process run on Settlement Group's behalf. What surprised Luke wasn't the candidate quality, it was the hiring process itself.

"It was unique." Luke said. "It was fast, and it wasn't something we had seen before."

A Unique Hiring Process

Most companies hire using traditional methods.

They sift through hundreds or thousands of resumes and cover letters, then invite several candidates to interview for the position.

That process can stretch on for weeks or even months.

Working with Remote CoWorker was very different.

Instead of recruiting, interviewing, and hiring on their own, Settlement Group received a curated group of candidates who then participated in a single, structured interview session led by Kirby.

Here's how the process worked:

Settlement Group’s team received resumes for several qualified candidates about 24 hours prior to the interview call.
Four candidates joined a single Zoom call.
Kirby led the call, explaining the role and the business model.
Candidates interviewed one at a time using Zoom breakout rooms.
Kirby met privately with the Settlement Group team to discuss feedback after each interview.

From this process, Settlement Group selected a candidate, and Kirby then took care of the administrative work to hire them.

"We really liked the process," Luke said. "Kriby does this every day and we liked having him as a third party. Candidates sometimes shared things with him that they wouldn't say directly to us."

The additional insight helped Settlement Group make faster decisions with far more confidence when compared to traditional hiring practices.

Their first hire began onboarding less than two weeks later and quickly became an integrated member of the team.

A Hiring Partner to Depend On

After a successful first hire, Settlement Group began working with Kirby to recruit and hire virtual assistants in a variety of other roles.

"Our next role was actually an actuarial position," Luke said. "We didn't know it was even possible to hire someone with that kind of specialized skillset."

Today, Settlement Group has four Remote CoWorker team members in

total:

Two customer service reps
An actuarial professional
A software developer

"They've all been great," Luke said. "They have all learned fast and they're eager to do well."

As the business grows, the team plans to continue adding virtual assistants.

"We've already engaged Kirby about helping us find a marketing person next," Luke said.

"We know we have an expanding business," Luke added. "It's great to have Remote CoWorker as a partner to help us fill the positions we're going to need in the future."

3 Lessons Learned

We asked Luke and the team at Settlement Group to share the lessons learned working with Remote

Here’s what she told us:

1. There’s more than one way to hire team members

Before working with Remote CoWorker, Settlement group relied on traditional hiring practices.

But working with Kirby and the Remote CoWorker team showed them a different approach.

“I’ve learned that there’s more than one way to do things,” Luke said. “There’s Kirby’s processes versus the conversational way. And I like Kirby’s processes better.”

2. Even without a price advantage, an experienced hiring partner is a value

While cost savings are often part of the conversation when hiring a virtual assistant, Settlement Group’s team emphasized that the real value came from the process.

“Even if you take the price point consideration away,” Luke said, “and just look at the process, the process is what’s very impressive.”

3. If a new team member doesn’t work out, having a partner makes the process easier

Not every new hire works out, and Settlement Group experienced that firsthand.

In one case, a Remote CoWorker team member wasn’t meeting expectations. But rather than handling the situation alone, the team was able to rely on Kirby for support.

Kirby helped document concerns, facilitate conversations, and provided a neutral perspective. And when it became clear that it was time to part ways, the team at Settlement group felt confident in the decision.

Curtis Resinger, Vice President of Operations, put it this way: “The process to make that determination was clean. There was no question that the outcome was the right one.”

4. Creating a positive culture makes remote team members feel valued

Finally, Settlement Group’s positive approach to collaboration and communication has helped all four of their Remote CoWorker team members feel connected to the business.

As Kirby told us: “They’re constantly telling me how much they like working with the Settlement group team. You can tell they really feel valued and respected.”

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