Case Manager, Life Insurance

Covr Financial Technologies•Houston, TX

16h•$45,000 - $55,000•Hybrid

About The Position

Our term case managers take case management to the next level – joining forces with internal sales partners to provide the financial professionals we serve with a best-in-class experience, guiding them through everything from the time the application is submitted to a carrier, through underwriting, and getting the case paid and closed. As the liaison between our clients and our insurance carriers, you’ll do everything you can to make everyone’s experience as smooth as possible.

Requirements

High School diploma required, college Degree preferred with major in business or related field
One to Two years of related industry-specific experience and/or training
Strong written and verbal communication skills
Motivated self-starter capable of performing duties with minimal oversight
Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome.
Ability to work independently and exercise excellent judgment
Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn and master our internal and carrier software programs
Must be comfortable with choosing priorities when presented with multiple challenges

Nice To Haves

Licensed Life Producer is a plus
Fluency in Spanish is a plus
Life insurance experience is preferred

Responsibilities

Monitors term case progress, tracks down requirements and provides ongoing status updates, escalating as needed.
Reviews application information, including medical history, identifying issues that could present a problem and proactively seeking information to expedite the process – if necessary, researching and presenting alternative solutions.
Negotiates with carriers for better offerings and/or to waive requirements to ensure good client experience.
Required to use independent judgment related to next action necessary and in leveraging appropriate escalation and “asks” of both advisors and carriers.
Seeks continuing education on the latest product offerings and industry developments and, in turn, educates advisors on those subjects to help create new business opportunities.
Continuously looks for ways to expedite and improve our processes and services.
Maintains positive relationships with your financial advisors, underwriters, and internal sales consultants.
Positive “one-team” attitude, team spirit, and consistent drive to provide industry-leading service.
Ability to work under pressure in fast-paced customer service environment.
Manage a variety of responsibilities with constantly changing priorities.
Comfortable with prioritizing when presented with multiple challenges.

Benefits

Salary range of $45,000 to $55,000 annually plus $6000 incentive bonus
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) option
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