Covr Financial Technologies
Application Fulfillment Specialist
Covr Financial Technologies, Houston, Texas, United States, 77001
Application Fulfillment Specialist
In a call center setting, the Application Fulfillment Specialist is responsible for both inbound and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls, make outbound calls from a call queue, and call on specific appointments. They will determine the appropriate carrier and application documents required and complete the insurance application with the client over the phone. We fulfill applications for more than 25 different insurance carriers' nuances, required forms, etc. Covr Technologies is a market leading insurance-as-a-service platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers. Covr's platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. 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. Required Education and Experience: High School Diploma or GED Equivalent Minimum 2 years clerical and/or administrative experience Minimum 1 year customer service experience, preferably by phone Knowledge and Skills: 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 We offer a competitive benefits package: Hourly range of $18.00 - $22.00 DOE Paid Time Off (PTO): 3 weeks to start, increasing with years of service Paid holiday's
11 days Medical, Dental and Vision
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 NEW - Pet insurance for cats and dogs! 401(k) retirement plan Company paid Life and AD&D insurance for all full-time employees Supplemental Life and AD&D insurance up to 5x's salary for employee Supplemental Life and AD&D plans offered for spouse and dependents Flexible Spending Accounts (FSAs): medical, dependent, parking and transit
In a call center setting, the Application Fulfillment Specialist is responsible for both inbound and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls, make outbound calls from a call queue, and call on specific appointments. They will determine the appropriate carrier and application documents required and complete the insurance application with the client over the phone. We fulfill applications for more than 25 different insurance carriers' nuances, required forms, etc. Covr Technologies is a market leading insurance-as-a-service platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers. Covr's platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. 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. Required Education and Experience: High School Diploma or GED Equivalent Minimum 2 years clerical and/or administrative experience Minimum 1 year customer service experience, preferably by phone Knowledge and Skills: 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 We offer a competitive benefits package: Hourly range of $18.00 - $22.00 DOE Paid Time Off (PTO): 3 weeks to start, increasing with years of service Paid holiday's
11 days Medical, Dental and Vision
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 NEW - Pet insurance for cats and dogs! 401(k) retirement plan Company paid Life and AD&D insurance for all full-time employees Supplemental Life and AD&D insurance up to 5x's salary for employee Supplemental Life and AD&D plans offered for spouse and dependents Flexible Spending Accounts (FSAs): medical, dependent, parking and transit