Sr. Application Fulfillment Specialist

REPORTS TO: Sr. Application Fulfillment Specialist

DEPARTMENT: Operations

FLSA STATUS: Non-Exempt

TRAVEL: None

WORK SCHEDULE: Tuesday to Saturday 11am to 8pm CST OR Wednesday to Saturday 9am to 8pm CST

LOCATION: fully onsite Houston, Texas 

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:

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-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 range $20.00 to $22.00 

• Paid Time Off (PTO): 3 weeks to start, increasing with years of service

• Paid holiday’s – 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) option

• 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

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