Application Fulfillment Specialist Job at Covr Financial Technologies
REPORTS TO: Supervisor, App Fulfillment
DEPARTMENT: Operations
FLSA STATUS: Non-Exempt
WORK SCHEDULE: M-F, Standard business hours
HOURLY PAY RANGE: $17-19/hr
LOCATION: Houston, TX
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 is listed as one of Forbes' Top 500 Startup Companies of 2021! 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. Covr’s main operations is in downtown Boise, ID and our corporate operations are in Hartford, CT. Our employees enjoy a casual dress code, flexible hours and progressive work environment. We have a strong culture based on our core values: Client Focus, Innovation, Collaboration, 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.
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 $37k+ 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.
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:
Check out our Employee Reviews on Glassdoor and Indeed to learn more about our culture!
We offer a competitive benefits package:
- Paid Time Off (PTO): 3 weeks of accrued PTO time increasing with years of service
- Paid holidays – 10 days, including two 4-day weekends!
- Downtown parking subsidy
- Medical, Dental and Vision – 85% of monthly premium paid by Covr for all full-time employees
- HSA employer contribution of up to $800/yr
- Adult and child orthodontia
- Health Savings Account (HSA) with quarterly company contributions
- Short-Term and Long-Term Disability
- Pet insurance!
- 401(k) with company match at 3.5%
- Company 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 employee up to $300,000
- Supplemental Life and AD& D plans offered for spouse up to $100,00 and dependents up to $10,000
- Flexible Spending Accounts (FSAs): medical, dependent, parking and transit
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