Application Fulfillment Specialist
About The Position
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 carrier's nuances, required forms, etc.
Requirements
- High School Diploma or GED Equivalent
- Minimum 2 years clerical and/or administrative experience
- Minimum 1 year customer service experience, preferably by phone
- 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
Nice To Haves
- Life insurance knowledge is strongly-preferred
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.
Benefits
- Hourly range of $18.00 - $22.00 DOE
- 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
- NEW - 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 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
51-100 employees
