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Sr. Application Fulfillment Specialist

Company: Covr Financial Technologies
Location: Houston
Posted on: January 27, 2023

Job Description:

JOB TITLE: Sr. Application Fulfillment Specialist
REPORTS TO: Supervisor, App Fulfillment
DEPARTMENT: Operations
FSLA STATUS: Non-Exempt
WORK SCHEDULE: M-F, standard business hours
LOCATION: Houston, TX
COMPANY OVERVIEW:
Covr was 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, Covrs 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:
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 Fulfillment 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.
    JOB SPECIFICATIONS AND QUALIFICATIONS:
    Required Education and Experience:
    • 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
      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
        #hp2021
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Keywords: Covr Financial Technologies, Houston , Sr. Application Fulfillment Specialist, Other , Houston, Texas

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