Consumer Application Fulfillment Specialist

United States·Houston

Logistics & Supply ChainFulfillment Specialist

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Quick Summary

Key Responsibilities

Works each application request received through to the formal submission to the carrier for underwriting Reviews, screens,

Requirements Summary

Education and Experience: High School Diploma or GED Equivalent Minimum 2 years clerical and/or administrative experience Minimum 1 year customer service experience,

Technical Tools

Logistics & Supply ChainFulfillment Specialist

Consumer Application Fulfillment Specialist
REPORTS TO: Application Fulfillment Supervisor
DEPARTMENT: Operations
FLSA STATUS: Non-Exempt
TRAVEL: None
WORK SCHEDULE: M-F, may need to flex times due to business needs
LOCATION: onsite, Houston, TX

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 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 holiday’s – 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 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