Case Manager, Life Insurance Bilingual Cantonese at Covr Financial Technologies Houston, TX

kozmetickesluzby.vecnakraska.sk - Jobboard; Houston (TX); Hybrid; USD 50,000 - 52,000; Full time

Benefits offered by this job

Salary range of $50,000 - $52,000

Annual bonus of $6,200

3 weeks Paid Time Off

Medical, Dental and Vision insurance

401(k) retirement plan

Flexible Spending Accounts (FSAs)

Job summary

Covr Financial Technologies is looking for a Bilingual Case Manager for Life Insurance in Houston, Texas. This role requires fluency in Cantonese and involves reviewing insurance applications, negotiating with carriers, and maintaining positive relationships with financial advisors.

The position offers a competitive salary of $50,000 - $52,000, a $6,200 annual bonus incentive, and benefits including medical, dental, and vision. Join a dynamic team committed to providing industry-leading service.

Qualifications

• High School diploma required, college Degree preferred.
• One to Two years of related industry-specific experience and/or training.
• Licensed Life Producer is a plus.

Responsibilities

• Review application information and proactively seek information.
• Negotiate with carriers for better offerings.
• Maintain positive relationships with financial advisors.
• Manage multiple challenges under pressure.

Skills

Strong written and verbal communication skills

Fluency in Cantonese

Life insurance experience

Motivated self-starter

Excellent relationship building and negotiating skills

Superior problem-solving skills

Ability to work independently

Strong phone and computer skills

Education

High School diploma required, college Degree preferred

One to Two years of related industry-specific experience

Licensed Life Producer is a plus

Tools

Microsoft Excel

Microsoft Word

Job description

Case Manager, Life Insurance – Bilingual Cantonese

Case Manager, Life Insurance Bilingual Cantonese job at Covr Financial Technologies. Houston, TX.

Reports to: Team Lead, Case Management
Department: Insurance Operations
FLSA Status: Exempt
Travel: None
Work Schedule: M-F, subject to change according to business needs
Location: Houston, Texas (hybrid – 3 days onsite/2 days remote)

Company Overview

Covr makes it simple to protect the people and things that matter most in life. As an agent of change in a rapidly evolving industry, Covr is a technology‑driven alternative that provides a simpler, faster way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides a simpler way to research, compare, shop for and buy insurance from top providers, fully online and within minutes. Our employees enjoy a casual dress code, flexible hours, and competitive games of foosball in the break room. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun!

Responsibilities

• Reviews application information, including medical history, identifying issues that could present a problem and proactively seeking information to expedite the process – if necessary, researching and presenting alternative solutions.
• Negotiates with carriers for better offerings and/or to waive requirements to ensure good client experience.
• Required to use independent judgment related to next action necessary and in leveraging appropriate escalation and “asks” of both advisors and carriers.
• Seeks continuing education on the latest product offerings and industry developments and, in turn, educates advisors on those subjects to help create new business opportunities.
• Continuously looks for ways to expedite and improve our processes and services.
• Maintains positive relationships with your financial advisors, underwriters, and internal sales consultants.
• Positive “one-team” attitude, team spirit, and consistent drive to provide industry‑leading service.
• Ability to work under pressure in fast‑paced customer service environment.
• Manage a variety of responsibilities with constantly changing priorities.
• Comfortable with prioritizing when presented with multiple challenges.

Education

• High School diploma required, college Degree preferred with major in business or related field
• One to Two years of related industry‑specific experience and/or training
• Licensed Life Producer is a plus

Skills and Experience

• Strong written and verbal communication skills
• Fluency in Cantonese required
• Life insurance experience is preferred
• Motivated self‑starter capable of performing duties with minimal oversight
• Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
• Superior problem‑solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome.
• Ability to work independently and exercise excellent judgment
• Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn and master our internal and carrier software programs
• Must be comfortable with choosing priorities when presented with multiple challenges

Benefits

• Salary range of $50,000 - $52,000 with $6,200 annual bonus incentive
• 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
• Pet insurance for cats and dogs!
• 401(k) retirement plan
• Company paid Life and AD&D insurance for all full‑time employees.
• Supplemental Life and AD&D insurance up to 5× 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.