Consumer Application Fulfillment Specialist

Consumer Application Fulfillment Specialist

The Consumer Application Fulfillment Specialist I is responsible for managing inbound and outbound written and verbal communication with clients seeking insurance through company agents or accounts. This role involves handling incoming emails and phone calls to collect and verify client information, managing case follow-ups through a task management system, and supporting the completion of insurance applications. Responsibilities also include sending reminders for personal history interviews, assisting with the signature process, and obtaining any missing information or required documentation needed to finalize applications efficiently and accurately.

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: 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: We offer a competitive benefits package:

• Hourly pay range $18.00 - $19.00 DOE
• Paid Time Off (PTO): 3 weeks to start, increasing with years of service
• Paid holidays 11 days
• Mental Health Days 3 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
• Pet insurance for cats and dogs!
• Company paid Life and AD&D insurance for all full-time employees.
• Supplemental Life and AD&D insurance up to 5xs salary for employee
• Supplemental Life and AD& D plans offered for spouse and dependents
• Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position.