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    Application Fulfillment Specialist - Houston, United States - Covr Financial Technologies

    Covr Financial Technologies
    Covr Financial Technologies Houston, United States

    2 weeks ago

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    Description
    Application Fulfillment Specialist - Bilingual Spanish or Mandarin


    REPORTS TO:
    Application Fulfillment Team Lead


    DEPARTMENT:
    Operations


    FLSA STATUS:
    Non-Exempt


    TRAVEL:
    None


    WORK SCHEDULE:
    Monday to Friday shifts between 7am to 8pm


    LOCATION:
    Houston, TX onsite


    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:


    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 our 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) with company match

    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

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