Job Description:

Case Manager, Life InsuranceREPORTS TO: Team Lead, Case ManagementDEPARTMENT: Insurance OperationsFLSA STATUS:ExemptTRAVEL: NoneWORK SCHEDULE: M-F, subject to change according to business needsLOCATION: Houston, Texas (hybrid - 4 days onsite1 days remote)COMPANY OVERVIEW:Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.Covr's platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!JOB SUMMARY:Our term 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 closed. As the liaison between our clients and our insurance carriers, you'll do everything you can to make everyone's experience as smooth as possible.ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE 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 andor 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 fortable with prioritizing when presented with multiple challenges.Education:High School diploma required, college Degree preferred with major in business or related fieldOne to Two years of related industry-specific experience andor trainingLicensed Life Producer is a plusSkills and Experience: Strong written and verbal communication skillsFluency in Spanish is a plusLife insurance experience is preferredMotivated self-starter capable of performing duties with minimal oversightExcellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcomeSuperior 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 judgmentStrong phone and computer skills - specifically Microsoft Excel and Word - with the ability to quickly learn and master our internal and carrier software programsMust be comfortable with choosing priorities when presented with multiple challengesBENEFITS PACKAGE:We offer a competitive benefits package:Salary range of $45,000 to $55,000 annually plus $6000 incentive bonusPaid Time Off (PTO): 3 weeks to start, increasing with years of servicePaid holiday's - 11 daysMedical, Dental and Vision - 80% of monthly premium paid by Covr for all full-time employeesAdult and child orthodontiaHealth Savings Account (HSA) with quarterly company contributionsShort-Term and Long-Term DisabilityNEW - Pet insurance for cats and dogs!401(k) with company matchCompany paid Life and AD&D insurance for all full-time employees.Supplemental Life and AD&D insurance up to 5x's salary for employeeSupplemental Life and AD& D plans offered for spouse and dependentsFlexible Spending Accounts (FSAs): medical, dependent, parking and transit