Application Fulfillment Specialist
5 days ago
Application Fulfillment Specialist - Covr Financial Technologies
About the Role:We are seeking a skilled Application Fulfillment Specialist to join our team at Covr Financial Technologies. In this role, you will be responsible for facilitating insurance applications for clients through their financial advisors.
Key Responsibilities:- Communicate with clients and advisors to gather necessary information for application completion.
- Determine the required carrier and application documents for each client.
- Complete insurance applications accurately and efficiently.
To be successful in this role, you will need:
- High school diploma or equivalent.
- Minimum 2 years of clerical/administrative experience.
- 1 year of customer service experience, preferably over the phone.
Candidates with life insurance knowledge and strong communication skills will be highly regarded.
Benefits:We offer a competitive benefits package, including:
- An hourly range of $18.00-$20.00.
- Paid time off (PTO): 3 weeks increasing with years of service.
- Paid holidays: 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.
- 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 salary for employees.
- Flexible spending accounts (FSAs): medical, dependent, parking, and transit.
Covr Financial Technologies is a leading insurance-as-a-service platform 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.
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