Case Manager, Life Insurance

Covr Financial Technologies is a market leading insurance-as-a-service platform that simplifies the buying process for life insurance products. The Case Manager will guide financial professionals through the application and underwriting process, ensuring a smooth experience for all parties involved.

Responsibilities

• Monitors term case progress, tracks down requirements and provides ongoing status updates, escalating as needed
• Reviews application information, including medical history, identifying issues that could present a problem and proactively seeking information to expedite the process – if necessary, researching and presenting alternative solutions
• Negotiates with carriers for better offerings and/or to waive requirements to ensure good client experience
• Required to use independent judgment related to next action necessary and in leveraging appropriate escalation and “asks” of both advisors and carriers
• Seeks continuing education on the latest product offerings and industry developments and, in turn, educates advisors on those subjects to help create new business opportunities
• Continuously looks for ways to expedite and improve our processes and services
• Maintains positive relationships with your financial advisors, underwriters, and internal sales consultants
• Positive “one-team” attitude, team spirit, and consistent drive to provide industry-leading service
• Ability to work under pressure in fast-paced customer service environment
• Manage a variety of responsibilities with constantly changing priorities
• Comfortable with prioritizing when presented with multiple challenges

Skills

• High School diploma required
• One to Two years of related industry-specific experience and/or training
• Strong written and verbal communication skills
• Motivated self-starter capable of performing duties with minimal oversight
• Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
• Superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome
• Ability to work independently and exercise excellent judgment
• Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn and master our internal and carrier software programs
• Must be comfortable with choosing priorities when presented with multiple challenges
• College Degree preferred with major in business or related field
• Licensed Life Producer is a plus
• Fluency in Spanish is a plus
• Life insurance experience is preferred

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
• NEW - Pet insurance for cats and dogs!
• 401(k) option
• 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

Company Overview