Insurance Application Specialist
2 days ago
The Sr. Application Fulfillment Specialist is responsible for handling inbound and outbound communication with clients seeking life insurance products through their financial advisors. This role involves reviewing application requests, determining the appropriate carrier and required documents, and completing life insurance applications with clients over the phone. The Sr. Application Specialist will work closely with the Team Lead to build reporting, assist with department audits, and handle escalated requests and VIP requests.
Key Responsibilities:
Review and screen application requests to ensure accurate information
Coordinate with Covr team members to complete carrier-specific life insurance applications
Submit applications in a timely and efficient manner
Provide exceptional customer service and relationship building
Assist with accuracy audits and perform other projects as assigned
Requirements:
High School Diploma or GED Equivalent
Minimum 3 years clerical and/or administrative experience with increasing responsibility
Minimum 2 years customer service experience, preferably in a call center environment
Preferred Skills:
Life insurance knowledge
Exceptional communication and customer service skills
Ability to multitask in a fast-paced environment
Proficient in Microsoft Outlook, Word, Excel, and Adobe
Benefits:
We offer a competitive benefits package, including hourly pay, paid time off, paid holidays, medical, dental, and vision insurance, and a 401(k) plan with company match.
About Covr Financial Technologies:
Covr Financial Technologies is a market-leading insurance-as-a-service platform 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, and we have a dynamic and transparent work environment that encourages high productivity and job satisfaction.
Why Join Us:
We value our employees and offer a range of benefits and opportunities for growth and development. If you are a motivated and customer-focused individual with a passion for insurance and technology, we encourage you to apply for this exciting opportunity.
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