Application Intake Specialist

REPORTS TO: Application Intake Manager

DEPARTMENT: Operations, entry level

FLSA STATUS: Non-Exempt

WORK SCHEDULE: M-F

LOCATION: Downtown Boise

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 was listed as one of Forbes' Top 500 Startup Companies of 2021!  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 QUALIFICATIONS:

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:

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 Employee Only monthly premium paid by Covr for all full-time employees
• HSA employer contribution of $600/yr ($150/qtr)
• 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 

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/

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