Fulfillment Specialist - Bilingual Spanish or Mandarin

Application Fulfillment Specialist - Bilingual Spanish or Mandarin

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 (Insur Tech) 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.

• High School Diploma or GED Equivalent
• Minimum 2 years clerical and/or administrative experience
• Minimum 1 year customer service experience, preferably by phone
• Bilingual in Spanish or Mandarin with experience in translations

• Life insurance knowledge is strongly-preferred
• 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