Application Fulfillment Specialist

Application Fulfillment Specialist

In a call center setting, the Application Fulfillment Specialist 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. We fulfill applications for more than 25 different insurance carriers' nuances, required forms, etc.

Covr Technologies is a market leading insurance-as-a-service 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.

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.

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

Knowledge and Skills :

We offer a competitive benefits package :