Sr. Application Fulfillment Specialist

2 weeks ago

Houston, United States Covr Financial Technologies Full time
Job DescriptionJob Description

REPORTS TO: Sr. Application Fulfillment Specialist

DEPARTMENT: Operations

FLSA STATUS: Non-Exempt

TRAVEL: None

WORK SCHEDULE: Tuesday to Saturday 11am to 8pm CST OR Wednesday to Saturday 9am to 8pm CST

LOCATION: fully onsite Houston, Texas 

COMPANY OVERVIEW:

Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.  There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016.  Our platform has processed close to $5 billion in claim benefits for end-consumers. 

Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience.  We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology.  Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow.  We embrace a flexible work environment that encourages high productivity and job satisfaction.  We have strong core values:  Client First, Collaboration, Innovation and Fun

JOB SUMMARY:

The Sr. Application Fulfillment Specialist is responsible for inbound and outbound communication with clients who are seeking life insurance products through their advisor at a financial institution. This role will receive a request for application from a queue, shared with other Intake Specialists, review the request, determine the appropriate carrier and application documents required, and complete the life insurance application with the client over the phone. This role will be responsible for the more complex applications, priority and escalated requests and VIP requests. This role will work closely with the Team Lead to build reporting and assist with department audits, as well as be responsible for requests in the escalation inbox. We provide applications to numerous insurance carriers, and the Sr. Application Specialist is expected to learn all dynamics of each carrier’s nuances, required forms, etc. and assist with training of team members on these carriers and nuances.

ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:

  • Works each application request received through to the formal submission to the carrier for underwriting.
  • Reviews, screens, and coordinates with other Covr team members to ensure all documentation has the accurate information necessary to complete each carrier-specific life insurance application.
  • Submits life insurance applications “in good order” and in efficient timeframe.
  • Strives for excellence in customer service and relationship building.
  • Pull weekly reporting and assist with daily assignments.
  • Assists with accuracy audits.
  • Performs other projects and duties as assigned.

Education:

High School Diploma or GED Equivalent

Minimum 3 years clerical and/or administrative experience with increasing responsibility

Minimum 2 years customer service experience, preferably call center experience

Skills and Experience:

  • Life insurance knowledge is strongly-preferred
  • Exceptional communication and customer service skills, especially via phone
  • Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment
  • Proficient in Microsoft Outlook, Word, Excel, and Adobe
  • Strong attention to detail and ability to multi-task without losing focus
  • Excellent organizational and time management skills
  • Excellent written communication skills
  • Strong work ethic and high level of personal integrity and accountability

BENEFITS PACKAGE:

We offer a competitive benefits package:
  • Hourly range $20.00 to $22.00 
  • Paid Time Off (PTO): 3 weeks to start, increasing with years of service
  • Paid holiday’s – 11 days
  • Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
  • Adult and child orthodontia
  • Health Savings Account (HSA) with quarterly company contributions
  • Short-Term and Long-Term Disability
  • NEW - Pet insurance for cats and dogs
  • 401(k) with company match
  • Company paid Life and AD&D insurance for all full-time employees.
  • Supplemental Life and AD&D insurance up to 5x’s salary for employee
  • Supplemental Life and AD& D plans offered for spouse and dependents
  • Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

Powered by JazzHR

LQz1VOch9f

  • Sr. Application Fulfillment Specialist

    3 weeks ago

    Houston, United States Covr Financial Technologies Full time

    REPORTS TO: Sr. Application Fulfillment Specialist DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Tuesday to Saturday 11am to 8pm CST OR Wednesday to Saturday 9am to 8pm CST LOCATION: fully onsite Houston, Texas COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that...

  • Sr. Application Fulfillment Specialist

    2 weeks ago

    Houston, United States Covr Financial Technologies Full time

    REPORTS TO: Sr. Application Fulfillment Specialist DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Tuesday to Saturday 11am to 8pm CST OR Wednesday to Saturday 9am to 8pm CST LOCATION: fully onsite Houston, Texas COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that...

  • Application Fulfillment Specialist

    3 weeks ago

    Houston, United States Covr Financial Technologies Full time

    Job DescriptionJob DescriptionAPPLICATION FULFILLMENT SPECIALISTREPORTS TO: Application Fulfillment ManagerDEPARTMENT: OperationsPAY: $18-$20 per hour with potential incentive bonuses. FLSA STATUS: Non-ExemptWORK SCHEDULE: Tuesday to Saturday 11amCST to 8pm CST OR Wednesday to Saturday 9amCST to 8pmCSTLOCATION: Houston, Texas (onsite)This is a great...

  • Application Fulfillment Specialist

    2 weeks ago

    Houston, United States Covr Financial Technologies Full time

    Job DescriptionJob DescriptionAPPLICATION FULFILLMENT SPECIALISTREPORTS TO: Application Fulfillment ManagerDEPARTMENT: OperationsPAY: $18-$20 per hour with potential incentive bonuses. FLSA STATUS: Non-ExemptWORK SCHEDULE: Tuesday to Saturday 11amCST to 8pm CST OR Wednesday to Saturday 9amCST to 8pmCSTLOCATION: Houston, Texas (onsite)This is a great...

  • Application Fulfillment Specialist

    3 weeks ago

    Houston, United States Covr Financial Technologies Full time

    Application Fulfillment Specialist - Bilingual Spanish or Mandarin REPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm LOCATION: Houston, TX onsite COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform...

  • Application Fulfillment Specialist

    3 weeks ago

    Houston, United States Covr Financial Technologies Full time

    Job DescriptionJob DescriptionApplication Fulfillment Specialist - Bilingual Spanish or MandarinREPORTS TO: Application Fulfillment Team LeadDEPARTMENT: OperationsFLSA STATUS: Non-ExemptTRAVEL: NoneWORK SCHEDULE: Monday to Friday shifts between 7am to 8pm LOCATION: Houston, TX onsiteCOMPANY OVERVIEW:Covr Technologies is a market leading...

  • Application Fulfillment Specialist

    3 days ago

    Houston, United States Covr Financial Technologies Full time

    Application Fulfillment Specialist - Bilingual Spanish or Mandarin REPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm LOCATION: Houston, TX onsite COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech)...

  • Application Fulfillment Specialist

    2 weeks ago

    Houston, United States Covr Financial Technologies Full time

    Job DescriptionJob DescriptionApplication Fulfillment Specialist - Bilingual Spanish or MandarinREPORTS TO: Application Fulfillment Team LeadDEPARTMENT: OperationsFLSA STATUS: Non-ExemptTRAVEL: NoneWORK SCHEDULE: Monday to Friday shifts between 7am to 8pm LOCATION: Houston, TX onsiteCOMPANY OVERVIEW:Covr Technologies is a market leading...

  • Fulfillment Specialist

    2 weeks ago

    Houston, United States Fastenal Full time

    Fulfillment Specialist 11221 Cutten Rd, Houston, TX 77066 TXH13 Public Store Part-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pm 10 - 28 hours/week OVERVIEW: Embark on your journey as a Part-time Fulfillment Specialist, where you'll take charge of delivering excellence by replenishing inventory solutions and managing our industry leading vending...

  • Sr marketing specialist

    3 weeks ago

    Houston, United States Sally Beauty Full time

    Overview Sr Brand Marketing SpecialistEssential Function : The Sr. Brand Marketing Specialist, Sally Beauty will support the brand strategy team with detail-oriented execution and help elevate the team to drive New Customer Acquisition, Brand Awareness, and omnichannel traffic to Sally Beauty.Having experience in public relations, communications, and / or...

  • Fulfillment Specialist

    3 weeks ago

    Houston, United States Fastenal Full time

    Job Description Fulfillment Specialist 15009 Lee Rd, Houston, TX 77032 TXCON Public Store Part-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pm 10 - 28 hours/week OVERVIEW: Embark on your journey as a Part-time Fulfillment Specialist, where you'll take charge of delivering excellence by replenishing inventory solutions and managing our industry leading...

  • Fulfillment Specialist

    7 days ago

    Houston, United States Fastenal Full time

    Job DescriptionFulfillment Specialist11221 Cutten Rd, Houston, TX 77066TXH13 Public StorePart-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pm10 - 28 hours/weekOVERVIEW:Embark on your journey as a Part-time Fulfillment Specialist, where you'll take charge of delivering excellence by replenishing inventory solutions and managing our industry leading vending...

  • Fulfillment Specialist

    1 week ago

    Houston, United States Fastenal Full time

    Job DescriptionFulfillment Specialist11221 Cutten Rd, Houston, TX 77066TXH13 Public StorePart-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pm10 - 28 hours/weekOVERVIEW:Embark on your journey as a Part-time Fulfillment Specialist, where you'll take charge of delivering excellence by replenishing inventory solutions and managing our industry leading vending...

  • Sr Applications Analyst

    2 days ago

    Houston, United States Houston Methodist Full time

    Overview At Houston Methodist, the Senior Application Analyst position is responsible for expert level support and configuration of assigned applications. The position entails assisting, training and supporting customers and junior analysts with the operation and administration of systems. The Sr. Application Analyst trains and mentors more junior analysts....

  • 3pl Fulfillment Specialist

    2 days ago

    Houston, United States Jake's Finer Foods Full time

    **Job Title**:3PL Fulfillment Specialist **Reports To**:Logistics Supervisor **Location**:Houston, TX **Pay**: Starting at $17/hour depending on experience **Job Summary** As a fulfillment specialist, you will be responsible for processing work orders, locating merchandise, and palletizing/assembling orders for shipment. You will also be required to...

  • Sr. AP Specialist

    2 weeks ago

    Houston, United States Walker Elliott Full time

    Sr. AP Specialist Walker Elliott is working with geophysical company in Houston, and they are seeking to hire Sr. Account Payable Specialist to focus on invoice coding and payment runs. In this role AP Specialist will be tasked to execute daily accounts payable activities accurately, ensuring proper posting and coding and work closely with the Accounts...

  • Sr Applications Analyst

    7 days ago

    Houston, United States Houston Methodist Hospital Full time

    At Houston Methodist, the Senior Application Analyst position is responsible for expert level support and configuration of assigned applications. The position entails assisting, training and supporting customers and junior analysts with the operation and administration of systems. The Sr. Application Analyst trains and mentors more junior analysts. The Sr....

  • Sr Applications Analyst

    3 days ago

    Houston, United States Houston Methodist Hospital Full time

    At Houston Methodist, the Senior Application Analyst position is responsible for expert level support and configuration of assigned applications. The position entails assisting, training and supporting customers and junior analysts with the operation and administration of systems. The Sr. Application Analyst trains and mentors more junior analysts. The Sr....

  • Sr Applications Analyst

    1 week ago

    Houston, United States Houston Methodist Hospital Full time

    At Houston Methodist, the Senior Application Analyst position is responsible for expert level support and configuration of assigned applications. The position entails assisting, training and supporting customers and junior analysts with the operation and administration of systems. The Sr. Application Analyst trains and mentors more junior analysts. The Sr....

  • Cash Applications Specialist

    2 days ago

    Houston, United States DXP Enterprises Full time

    **Do you want to grow with us?** At DXP we are **passionate** about what we do and driven to be the best solution for our industrial customers. Since 1908 DXP has been dedicated to the **highest quality** of customer service through our expertise of the products we distribute and the technical services we perform with a sense of individual pride and company...