Consumer Application Fulfillment Specialist

Covr Financial Technologies; Houston (TX); On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

PTO: 3 weeks to start

Paid holidays: 11 days

Mental Health Days: 3 days

Medical, Dental, Vision – 80% premium

Job summary

Covr Technologies is seeking a Consumer Application Fulfillment Specialist I to manage client communications and support insurance applications. You will verify information, track cases, and assist with signatures and documentation to finalize submissions.

The role requires sharp attention to detail, solid clerical experience, and strong service skills, with an onsite location in Houston and a standard M-F schedule, occasionally flexible to business needs.

Qualifications

• High School Diploma or GED Equivalent.
• Minimum 2 years clerical and/or administrative experience.
• Minimum 1 year customer service experience, preferably by phone.

Responsibilities

• Manage inbound and outbound written and verbal communications with clients seeking insurance.
• Handle incoming emails and phone calls to collect and verify client information.
• Manage case follow-ups through a task management system and support completion of applications.
• Send reminders for personal history interviews and assist with signature process.

Skills

Customer service

Communication skills

Time management

Multitasking

Attention to detail

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Adobe Acrobat

Job description

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

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.