Application Fulfillment Specialist
Covr Financial Technologies, Houston, TX, United States
Application Fulfillment Specialist
REPORTS TO: Application Fulfillment Supervisor
DEPARTMENT: Operations
PAY: $18-$22 per hour with potential incentive bonuses.
FLSA STATUS: Non-Exempt
WORK SCHEDULE: Monday to Friday 10am to 7pm
LOCATION: Houston, Texas (onsite)
This is a great entry‑level position that can provide great foundational knowledge of what Covr provides its partners as a pioneering insurance technology company. We strive to hire and retain excellent employees, who are looking for career progression and growth within our organization.
Company Overview Covr 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 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. We have strong core values: Client First, Collaboration, Innovation and Fun!
Job Summary 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 carrier's nuances, required forms, etc.
Essential Job Functions, Duties, and Performance Responsibilities
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.
Job Specifications and Qualifications 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
Benefits Package
Hourly range of $18.00 - $22.00 DOE
Paid Time Off (PTO): 3 weeks to start, increasing with years of service
Paid holidays – 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
#J-18808-Ljbffr
DEPARTMENT: Operations
PAY: $18-$22 per hour with potential incentive bonuses.
FLSA STATUS: Non-Exempt
WORK SCHEDULE: Monday to Friday 10am to 7pm
LOCATION: Houston, Texas (onsite)
This is a great entry‑level position that can provide great foundational knowledge of what Covr provides its partners as a pioneering insurance technology company. We strive to hire and retain excellent employees, who are looking for career progression and growth within our organization.
Company Overview Covr 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 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. We have strong core values: Client First, Collaboration, Innovation and Fun!
Job Summary 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 carrier's nuances, required forms, etc.
Essential Job Functions, Duties, and Performance Responsibilities
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.
Job Specifications and Qualifications 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
Benefits Package
Hourly range of $18.00 - $22.00 DOE
Paid Time Off (PTO): 3 weeks to start, increasing with years of service
Paid holidays – 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
#J-18808-Ljbffr