We make life better by helping customers get the right life insurance policy easier, faster, and more affordably.

FinTech

Insurance

eFinancial

eFinancial's headquarters in Bellevue, WA, United States

Jim Hohmann

Maryann Crossan

Michael Vidojevic

Devon Cormack

John Buchanan

Marty Schroeder

The Sales Team at eFinancial is responsible for connecting with potential customers to understand their life insurance needs and providing personalized solutions that are easier, faster, and more affordable. The team includes account executives and managers who guide customers through the insurance selection process, ensuring they receive the right policy to protect their loved ones.

Sales Team

The Data and Performance Analytics team at eFinancial focuses on leveraging data to optimize marketing and customer experience strategies. They analyze performance metrics to determine the effectiveness of marketing campaigns, develop advanced data models, and implement AI-driven solutions to enhance customer acquisition and retention. This team ensures that data-driven insights lead to more efficient processes, ultimately making life insurance more accessible and affordable for customers.

Data and Performance Analytics

The Software Development Team at eFinancial is responsible for designing, developing, and maintaining the software systems that streamline the life insurance policy selection process for customers. They ensure the platform is efficient, reliable, and secure, enabling customers to obtain life insurance policies more easily, quickly, and affordably.

Software Development Team

The Leadership Team at eFinancial drives strategic direction and operational excellence, ensuring that the company effectively meets its mission of providing accessible life insurance solutions. This team oversees financial health, marketing strategies, and revenue growth, fostering collaboration across departments to enhance customer experience and streamline processes that deliver value to clients.

Leadership Team

The Finance and Accounting team at eFinancial is responsible for managing the company's financial health, ensuring accurate financial reporting, and overseeing budget planning. Led by the CFO, the team works to optimize financial operations, support strategic decision-making, and ensure regulatory compliance.

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eFinancial

Org chart

Teams

Sales Team

Data and Performance Analytics

Software Development Team

Leadership Team

Finance and Accounting

Offices

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eFinancial

Org chart

Teams

Sales Team

Data and Performance Analytics

Software Development Team

Leadership Team

Finance and Accounting

Offices

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