Policy Services Coordinator

Covr Financial Technologies•Houston, TX

3d•$22 - $24•Onsite

About The Position

We are seeking a detail-oriented and highly organized Policy Services Coordinator. In this role, you will be responsible for supporting the policy service needs of clients, advisors, and agents, ensuring smooth processing of policy transactions, and maintaining strong relationships with insurance carriers. The ideal candidate will have experience in the insurance industry, excellent communication skills, and a passion for providing exceptional customer service.

Requirements

High School Diploma or equivalent required
2+ years of experience in life insurance policy services, preferably within a BGA, carrier, or insurance agency
Knowledge of life insurance products, policies, and carrier processes is highly preferred
Strong communication skills, both written and verbal
Detail-oriented with the ability to multitask and manage multiple priorities
Proficient in Microsoft Office Suite (Excel, Word, Outlook)
Ability to work independently and as part of a team
Excellent attention to detail and ability to multi-task without losing focus.
Comfortable with routine, repetitive tasks

Nice To Haves

Insurance-related certifications (e.g., Life & Health licenses) preferred, but not required
Knowledge of life insurance products, policies, and carrier processes is highly preferred

Responsibilities

Policy Administration:
Manage policy changes and updates, ensuring accuracy and timely processing
Coordinate with insurance carriers to resolve any discrepancies or issues related to policies
Assist clients and agents with policy inquiries and lapse notifications
Process policy conversions
Customer Service:
Handle incoming calls, emails, and messages from agents and clients regarding policy inquiries or requests
Provide exceptional service to agents and clients by addressing issues promptly and accurately
System Updates and Reporting:
Maintain accurate and up-to-date records in our agency management system
Generate reports for management on policy status, lapse notifications, and other key metrics
Coordinate the accuracy of all of our inforce policies as reported in PowerBI
Collaboration:
Work closely with agents/advisors, operational teams, sales teams, and insurance carriers to ensure a seamless policy service experience
Support the leadership team and other team members with special projects as needed
Performs other duties and projects as assigned.

Benefits

Hourly range of $22.00 - $24.00 pending experience
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