Application Fulfillment Specialist - Bilingual Spanish or Mandarin

Job Description

Job 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 :

Skills and Experience :

BENEFITS PACKAGE :

We offer a competitive benefits package :

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