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Insurance Application Specialist

2 months ago


Houston, Texas, United States Covr Financial Technologies Full time
Job Overview

Covr Financial Technologies is seeking a highly skilled Insurance Application Specialist to join our team. As a key member of our operations department, you will be responsible for ensuring seamless communication with clients seeking life insurance products through their financial advisors.

Key Responsibilities:

  • Review and process life insurance applications from clients, ensuring all necessary documentation is accurate and complete.
  • Collaborate with internal teams to resolve any application-related issues and provide exceptional customer service.
  • Develop and maintain in-depth knowledge of various insurance carriers and their nuances, including required forms and submission procedures.
  • Assist in training and onboarding new team members on carrier-specific requirements and best practices.
  • Contribute to the development of reporting and analytics to optimize application processing efficiency.

Requirements:

  • High school diploma or equivalent required; 3+ years of clerical/administrative experience with increasing responsibility.
  • Minimum 2 years of customer service experience, preferably in a call center environment.
  • Strong communication and interpersonal skills, with the ability to work effectively in a fast-paced team environment.
  • Proficiency in Microsoft Office and Adobe software.
  • Excellent organizational and time management skills, with a strong attention to detail.

Benefits:

  • Competitive hourly rate: $20.00 - $22.00.
  • 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.
  • 401(k) with company match.
  • Company-paid life and AD&D insurance.
  • Flexible Spending Accounts (FSAs): medical, dependent, parking, and transit.

About Covr Financial Technologies:

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. Our platform has processed over $5 billion in claim benefits since 2016, and we're committed to creating opportunities for our employees to grow and thrive in a dynamic and transparent work environment.