The Application Fulfillment Specialist is responsible for communicating with clients seeking insurance products through their advisor at a financial institution. The team member will receive inbound calls, make outbound calls, and determine the appropriate carrier and application documents required.
Requirements
- High School Diploma or GED Equivalent
- Minimum 2 years clerical and/or administrative experience
- Minimum 1 year customer service experience, preferably by phone
- 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
Benefits
- 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
- 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
