Application Fulfillment Specialist - Bilingual Spanish or Mandarin

Application Fulfillment Specialist - Bilingual Spanish or Mandarin

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 out 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 Equivalent
• Minimum 2 years clerical and/or administrative experience
• Minimum 1 year customer service experience, preferably by phone
• Bilingual in Spanish or Mandarin with experience in translations

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 Rate: $18.00 to $20.00
• 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
• 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 of $25,000 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

Covr Financial Technologies