Life Insurance Case Manager
5 days ago
Covr Financial Technologies is seeking a highly skilled Life Insurance Case Manager to join our team. This role will be responsible for providing exceptional customer service, managing case progress, and ensuring a seamless experience for our clients.
Key Responsibilities:
- Monitor term case progress, track down requirements, and provide ongoing status updates.
- Review application information, identify issues, and proactively seek information to expedite the process.
- Negotiate with carriers to secure better offerings and waive requirements when necessary.
- Utilize independent judgment to determine next actions, escalate as needed, and leverage appropriate escalation and 'asks' of advisors and carriers.
Requirements:
- High School diploma required; college degree preferred in business or related field.
- 1-2 years of industry-specific experience and/or training.
- Licensed Life Producer is a plus.
Desired Skills and Experience:
- Strong written and verbal communication skills.
- Fluency in Spanish is a plus.
- Life insurance experience is preferred.
- Motivated self-starter capable of performing duties with minimal oversight.
- Excellent relationship building and negotiating skills.
- Superior problem-solving skills with ability to think outside the box.
About Us:
Covr Financial 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. We have over 25,000 financial advisors using our platform, processed close to $5 billion in claim benefits since 2016, and offer a competitive benefits package including salary range of $45,000 to $55,000 annually plus $6000 incentive bonus, paid Time Off, medical, dental and vision benefits, and more.
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