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Application Intake Specialist

REPORTS TO: Application Intake Manager

DEPARTMENT: Operations, entry level

FLSA STATUS: Non-Exempt

WORK SCHEDULE: M-F, 9-6

LOCATION: Downtown Boise

COMPENSATION: Hour rate plus monthly performance incentive bonus

 

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.

COMPANY OVERVIEW:

Covr Technologies is a leading, InsurTech venture capital-backed company, focused on using technology to simplify the buying process for life insurance and related products.  As an innovator in a rapidly evolving industry, Covr is a technology-driven company that provides a simpler way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability to research, compare and buy life insurance from top providers, fully online and within minutes.  Covr’s main operations is in downtown Boise, ID and our corporate operations are in Hartford, CT.  Our employees enjoy a casual dress code, flexible hours and progressive work environment.  We have a strong culture based on our core values:  Client Focus, Innovation, Collaboration, Fun!

JOB SUMMARY:

The Application Intake Specialist is responsible for both inbound and outbound communication with clients who are seeking life insurance products through their advisor at a financial institution. This role will receive a request for application from a queue, shared with other Intake Specialists, review the request, determine the appropriate carrier and application documents required, and complete the life insurance application with the client over the phone. We provide applications to numerous insurance carriers, and the Intake Specialist is expected to learn the dynamics of each carrier’s nuances, required forms, etc. 

ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE 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 “in good order” and in efficient timeframe.
  • Strives for excellence in customer service and relationship building.
  • Performs other projects and duties as assigned.

JOB SPECIFICATIONS AND QUALIFICAITONS:

Required Education and Experience:

  • High School Diploma or GED Equivalent
  • Minimum 2 years clerical and/or administrative experience
  • Minimum 1 year customer service experience, preferably by phone

Knowledge and Skills:

  • 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 PACKAGE:

Competitive benefit package. Medical, dental and vision benefits, disability, paid time off, paid holiday’s, 401(k) company match, and life insurance plan with supplemental options available.

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