Life Insurance Application Specialist
4 days ago
We are seeking a skilled Life Insurance Application Specialist to join our team in Houston, Texas. In this role, you will be responsible for processing life insurance applications, communicating with clients, and ensuring that all documentation is accurate and complete.
About the JobThis is an excellent opportunity to work with a leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products. As a Life Insurance Application Specialist, you will have the chance to learn about various insurance carriers, their nuances, and required forms.
Responsibilities- Process life insurance applications from start to finish, ensuring timely submissions to carriers for underwriting.
- Review, screen, and coordinate with other team members to ensure all documentation is accurate and complete.
- Strive for excellence in customer service and relationship building, providing clear communication and support to clients throughout the application process.
- Pull weekly reporting and assist with daily assignments as needed.
- Assist with accuracy audits and perform other projects and duties assigned by the Team Lead.
To be successful in this role, you should have:
- A High School Diploma or GED Equivalent.
- A minimum of 3 years of clerical and/or administrative experience with increasing responsibility.
- A minimum of 2 years of customer service experience, preferably in a call center environment.
- 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.
We offer a competitive benefits package, including:
- An estimated hourly salary range of $20-$22 per hour.
- Paid Time Off (PTO): 3 weeks to start, increasing with years of service.
- Paid holidays: 11 days.
- Medical, dental, and vision insurance: 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's salary for employees.
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