REPORTS TO: Sr. Application Fulfillment Specialist

DEPARTMENT: Operations

FLSA STATUS: Non-Exempt

TRAVEL: None

WORK SCHEDULE: M-F, subject to change according to business needs

LOCATION: Houston, Texas (hybrid – 3 days onsite/2 days remote)

 

COMPANY OVERVIEW:

Covr makes it simple to protect the people and things that matter most in life. As an agent of change in a rapidly evolving industry, Covr is a technology-driven alternative that provides a simpler, faster way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides a simpler way to research, compare, shop for and buy insurance from top providers, fully online and within minutes. Our employees enjoy a casual dress code, flexible hours, and competitive games of foosball in the break room.  We have a strong culture based on our core values:  Client First, Integrity, Innovation, Collaboration, Fun!

JOB SUMMARY:

The Sr. Application Fulfillment Specialist is responsible for inbound and outbound communication with clients who are seeking life insurance products through their advisor at a financial institution. This role will receive a request for application from a queue, shared with other Intake Specialists, review the request, determine the appropriate carrier and application documents required, and complete the life insurance application with the client over the phone. This role will be responsible for the more complex applications, priority and escalated requests and VIP requests. This role will work closely with the Team Lead to build reporting and assist with department audits, as well as be responsible for requests in the escalation inbox. We provide applications to numerous insurance carriers, and the Sr. Application Specialist is expected to learn all dynamics of each carrier’s nuances, required forms, etc. and assist with training of team members on these carriers and nuances.

 

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 “in good order” and in efficient timeframe.Strives for excellence in customer service and relationship building.Pull weekly reporting and assist with daily assignments. Assists with accuracy audits.Performs other projects and duties as assigned.

Education:

High School Diploma or GED Equivalent

Minimum 3 years clerical and/or administrative experience with increasing responsibility

Minimum 2 years customer service experience, preferably call center experience

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:

Competitive benefit package. Medical, dental and vision benefits, disability, paid time off, paid holiday’s, 401(k) company match, and life insurance plan with supplemental options available.

 

To APPLY for this awesome position please go to www.covrtech.com and click CAREERS in the top right-hand corner to apply.