Company Name Withheld
Job type full-time
Full job description
Reports to: team lead, case management
Flsa status: non-exempt
Work schedule: m-f, subject to change according to business needs.
Location: this position will be remote working from homeWe currently have this role posted in several citiesIf you are applying to work from home please apply to any of the cm job openings on our careers page, as your application will still go directly to the hiring manager for consideration.
Covr technologies is a leading, insurtech venture capital-backed company, focused on using technology to simplify the buying process for life insurance and related productsAs an innovator in a rapidly evolving industry, covr is a technology-driven company that provides a simpler way for people to protect what matters mostThrough 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 minutesOur employees enjoy a casual dress code, flexible hours and progressive work environmentWe have a strong culture based on our core values: client first, integrity, innovation, collaboration, fun!
Our team is growing! our case managers take case management to the next level – joining forces with internal sales partners to provide the financial professionals we serve with a best in class experience, guiding them through everything from the time the application is submitted to a carrier, through underwriting, and getting the case paid and closedMulti-carrier and underwriting knowledge are leveraged daily as the case manager serves as the liaison between our clients and our insurance carriers, you’ll do everything you can to make everyone’s experience as smooth as possibleThis senior cm role will specialize in the high net worth annuity and life insurance cases.
Essential job functions, duties, and performance responsibilities:
Monitors 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.
Tracks record of successes in fast-paced customer service environment.
5-10yrs of related industry-specific case management experience and/or training required
Minimum 3-5yrs of experience with annuity’s, insurance brokerage experience a plus
Bilingual in english and spanish preferred but not required
Bachelor’s degree with major in business or related field preferred
Equivalent combination of education and industry-specific case management experience
Knowledge, skills and experience:
Strong written and verbal communication skills
Life insurance experience is required
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
Strong written and verbal communication skills 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 judgement
Strong written and verbal communication skills 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
We offer a competitive benefits package:
Paid time off (pto): 3 weeks to start increasing with years of service
Paid holiday’s – 10 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) 417-8305We check our messages frequently throughout the day and will get back to you as soon as possible.