Account Representative

REPORTS TO: Head of Direct Distribution

DEPARTMENT: Sales, entry level position

FLSA STATUS: Exempt

WORK SCHEDULE: M-F, either 8-4:30, or 9-5:30pm, MST; may need to flex times due to business needs

LOCATION:  This position can either be in Boise, or remote for the right candidate

COMPENSATION: Base salary plus performance incentive bonus; ADR can earn between $2,700 - $3,500 per month’ great opportunity for career advancement 

COMPANY OVERVIEW:

Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr's technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes. Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values:  Client First, Integrity, Innovation, Collaboration, Fun!

JOB SUMMARY:

Our Direct to Consumer (DTC) team is growing and we’re looking for additional support to handle the demand for our insurance products! The Account Representative role is a relatively new position for Covr, and a great stepping-stone to learn the industry and prepare to become a licensed agent.

This role’s primary responsibility is to support our Agents by handling over-flow calls and following-up on leads from members from our partner companies. The ADR will provide warm transfers to our agents as well as schedule future appointments.

This position is a combination of sales & service and is a critical function to our sales success. With heavy call volume with our valued leads, there is high visibility and opportunity for growth.

General life insurance knowledge and ability to learn internal CRM and quoting tools is expected. 

ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:

• Handling call over-flow from telephone queue
• Determining best call direction for members
• Transferring calls to agents and setting appointments for call-backs
• Outbound calling campaigns on Members that got off-track with process
• Re-harvesting business to alternative sales paths, as needed
• Coordinating medical Exam follow-ups and assisting with case management tasks, as needed
• Helping with other duties and projects as assigned
• Expect to handle 100+ calls day and create 15+ new appointments

JOB SPECIFICATIONS AND QUALIFICATIONS:

Required Education and Experience:

• High School Diploma or GED Equivalent
• Heavy sales/customer service experience via phone a plus
• Experience with insurance a plus
• Familiarity and expertise using multiple computer platforms
• Ability to get licensed

Knowledge and Skills:

• Excellent verbal communication skills with ability to build phone-based relationships
• Expertise with both in-bound and out-bound calling
• Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environmen
• Strong organizational and time management skills; must be computer savvy and able to navigate multiple systems
• Must be a self-starter and ability to learn independently through experience
• Strong work ethic and high level of personal integrity and accountability
• Proficient in Microsoft Outlook, Word and Excel
• Comfortable with routine, repetitive tasks
• Ability to articulate message quickly and effectively over the phone
• Drive, desire and will to grow and succeed

BENEFITS PACKAGE:

Check out our Employee Reviews on Glassdoor and Indeed to learn more about our culture!

We offer a competitive benefits package:

• Paid Time Off (PTO): 3 weeks to start increasing with years of service
• Paid holiday’s – 10.5 days, including two 4-day weekends!
• NEW - Downtown parking subsidy
• NEW - Summer Hours Program
• Medical, Dental and Vision – 85% of monthly premium paid by Covr for all full-time employees
• HSA employer contribution of up to $800/yr
• 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) with company match at 3.5%
• Company paid Life and AD&D insurance of $25,000 for all full-time employees.
• Supplemental Life and AD&D insurance up to 5x’s salary for employee up to $300,000
• Supplemental Life and AD& D plans offered for spouse up to $100,00 and dependents up to $10,000
• Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

To Submit an Application/Questions:

• Internal Applicants: Apply through Covr’s YourSource self-service portal.

• External Employees: Submit an external application by going to www.covrtech.com/careers/

• Have a question about an open position… Text your question directly to our HR department at (208) 417-8305. We check our messages frequently throughout the day and will get back to you as soon as possible.