Insurance Application Specialist

7 days ago


Houston, Texas, United States Covr Financial Technologies Full time

This is a great entry-level position at Covr Financial Technologies that can provide foundational knowledge of our insurance technology platform. We are looking for an excellent employee who is looking for career progression and growth within our company.


Covr Financial Technologies is a pioneering insurance company that simplifies the buying process for life, long-term care, and disability insurance products. Our platform has processed close to $5 billion in claim benefits for end-consumers.


Job Summary:

The Application Fulfillment Specialist is responsible for both inbound and outbound communication with clients who are seeking insurance products. This team member will receive inbound calls, make outbound calls from a call queue, and call on specific appointments.


Key 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.

Requirements:

  • High School Diploma or GED Equivalent
  • Minimum 2 years clerical and/or administrative experience
  • Minimum 1 year customer service experience, preferably by phone
  • 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 including hourly range of $18.00 - $20.00, paid time off, medical, dental and vision, and 401(k) with company match.



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