Application Fulfillment Specialist - Bilingual Spanish or Mandarin
Covr Financial Technologies
Application Fulfillment Specialist - Bilingual Spanish or MandarinREPORTS TO: Application Fulfillment Team Lead
DEPARTMENT: Operations
FLSA STATUS: Non-Exempt
TRAVEL: None
WORK SCHEDULE: M-F, shifts between 7AM and 7PM
LOCATION: Houston, TX onsite
COMPANY OVERVIEW:
Covr Technologies is a leading, InsurTech venture capital-backed company, focused on using technology to simplify the buying process for life insurance and related products. As an innovator in a rapidly evolving industry, Covr is a technology-driven company that provides a simpler way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability to research, compare and buy life insurance from top providers, fully online and within minutes. Our employees enjoy a casual dress code, flexible hours and progressive work environment. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun!
JOB SUMMARY:
In a call center setting, the Application Fulfillment Specialist - Bilingual Spanish or Mandarin - 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 in the client’s preferred language and translate to English on application forms. We fulfill applications for more than 25 different insurance carrier's nuances, required forms, etc. This team member will then verify paperwork and send completed application our for signatures. This is a high-volume position that requires attention to detail, multitasking, and a professional, friendly demeanor.
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.
Starting pay is approximately $40k annually, with potential incentive bonuses.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:Works each application request received through to the formal submission to the carrier for underwriting.Review, screen, and coordinate with other Covr team members to ensure we document all the accurate information necessary to complete each carrier-specific application.Submits life insurance applications “in good order”.Performs additional administrative functions as requested. Accurately translates application questions both verbally and in writing to client in Spanish or Mandarin and records back in English on application packet.
JOB SPECIFICATIONS:
Required Education and Experience:High School Diploma or GED EquivalentMinimum 2 years clerical and/or administrative experienceMinimum 1 year customer service experience, preferably by phoneBilingual in Spanish or Mandarin with experience in translations
Skills and Experience: Life insurance knowledge is strongly-preferredExceptional communication and customer service skills, especially via phoneDemonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environmentProficient in Microsoft Outlook, Word, Excel, and AdobeStrong attention to detail and ability to multi-task without losing focusExcellent organizational and time management skillsExcellent written communication skillsStrong work ethic and high level of personal integrity and accountability
BENEFITS PACKAGE:
We offer a competitive benefits package: Paid Time Off (PTO): 3 weeks to start increasing with years of servicePaid holiday’s – 11 daysMedical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employeesHealth Savings Account (HSA) with quarterly company contributionsShort-Term and Long-Term DisabilityNEW - Pet insurance for cats and dogs!401(k) with company matchCompany paid Life and AD&D insurance of $25,000 for all full-time employees.Supplemental Life and AD&D insurance up to 5x’s salary for employeeSupplemental Life and AD& D plans offered for spouse and dependentsFlexible Spending Accounts (FSAs): medical, dependent, parking and transit
DEPARTMENT: Operations
FLSA STATUS: Non-Exempt
TRAVEL: None
WORK SCHEDULE: M-F, shifts between 7AM and 7PM
LOCATION: Houston, TX onsite
COMPANY OVERVIEW:
Covr Technologies is a leading, InsurTech venture capital-backed company, focused on using technology to simplify the buying process for life insurance and related products. As an innovator in a rapidly evolving industry, Covr is a technology-driven company that provides a simpler way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability to research, compare and buy life insurance from top providers, fully online and within minutes. Our employees enjoy a casual dress code, flexible hours and progressive work environment. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun!
JOB SUMMARY:
In a call center setting, the Application Fulfillment Specialist - Bilingual Spanish or Mandarin - 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 in the client’s preferred language and translate to English on application forms. We fulfill applications for more than 25 different insurance carrier's nuances, required forms, etc. This team member will then verify paperwork and send completed application our for signatures. This is a high-volume position that requires attention to detail, multitasking, and a professional, friendly demeanor.
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.
Starting pay is approximately $40k annually, with potential incentive bonuses.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:Works each application request received through to the formal submission to the carrier for underwriting.Review, screen, and coordinate with other Covr team members to ensure we document all the accurate information necessary to complete each carrier-specific application.Submits life insurance applications “in good order”.Performs additional administrative functions as requested. Accurately translates application questions both verbally and in writing to client in Spanish or Mandarin and records back in English on application packet.
JOB SPECIFICATIONS:
Required Education and Experience:High School Diploma or GED EquivalentMinimum 2 years clerical and/or administrative experienceMinimum 1 year customer service experience, preferably by phoneBilingual in Spanish or Mandarin with experience in translations
Skills and Experience: Life insurance knowledge is strongly-preferredExceptional communication and customer service skills, especially via phoneDemonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environmentProficient in Microsoft Outlook, Word, Excel, and AdobeStrong attention to detail and ability to multi-task without losing focusExcellent organizational and time management skillsExcellent written communication skillsStrong work ethic and high level of personal integrity and accountability
BENEFITS PACKAGE:
We offer a competitive benefits package: Paid Time Off (PTO): 3 weeks to start increasing with years of servicePaid holiday’s – 11 daysMedical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employeesHealth Savings Account (HSA) with quarterly company contributionsShort-Term and Long-Term DisabilityNEW - Pet insurance for cats and dogs!401(k) with company matchCompany paid Life and AD&D insurance of $25,000 for all full-time employees.Supplemental Life and AD&D insurance up to 5x’s salary for employeeSupplemental Life and AD& D plans offered for spouse and dependentsFlexible Spending Accounts (FSAs): medical, dependent, parking and transit
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