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Application Fulfillment Specialist

2 months ago

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

APPLICATION FULFILLMENT SPECIALIST

REPORTS TO: Application Fulfillment Manager

DEPARTMENT: Operations

PAY: $18-$20 per hour with potential incentive bonuses. 

FLSA STATUS: Non-Exempt

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

LOCATION: Houston, Texas (onsite)

This is a great entry-level position that can provide great foundational knowledge of what Covr provides its partners as a pioneering insurance technology company. We strive to hire and retain excellent employees, who are looking for career progression and growth within our organization.

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:

In a call center setting, the Application Fulfillment Specialist is responsible for both inbound and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls, make outbound calls from a call queue, and call on specific appointments. They will determine the appropriate carrier and application documents required and complete the insurance application with the client over the phone. We fulfill applications for more than 25 different insurance carrier's nuances, required forms, etc.

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 according to SOP and in efficient timeframe.
  • Strives for excellence in customer service and relationship building.
  • Performs other projects and duties as assigned.

JOB SPECIFICATIONS AND QUALIFICAITONS:

Required Education and Experience:

  • High School Diploma or GED Equivalent
  • Minimum 2 years clerical and/or administrative experience
  • Minimum 1 year customer service experience, preferably by phone

Knowledge and Skills:

  • 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 of $18.00 - $20.00
  • 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

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