Customer Service, Life Insurance

Are you ready to join Connecticut Innovation’s vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut’s strategic venture capital arm, and we are passionate about serving our portfolio of 220 companies across various industries, with strengths in life sciences, technology, and climate tech.

Come join one of our quickly growing portfolio companies, Covr!

Covr is hiring a Life Insurance Customer Service Representative who speaks Mandarin or Cantonese. This position will be onsite in Houston, TX. Covr will also consider candidates currently located in CT who can commute to the Hartford, CT office.

Covr Financial Technologies

Covr makes it simple to protect the people and things that matter most in life. As an agent of change in a rapidly evolving industry, Covr is a technology-driven alternative that provides a simpler, faster way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides a simpler way to research, compare, shop for and buy insurance from top providers, fully online and within minutes. Our employees enjoy a casual dress code, flexible hours, and competitive games of foosball in the break room. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun!

Customer Service Representative - Bilingual Mandarin/Cantonese

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.

What You'll Do

• Monitor term case progress, track down requirements and provide ongoing status updates, escalating as needed.
• Review 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.
• Negotiate with carriers for better offerings and/or to waive requirements to ensure good client experience.
• Use independent judgment related to next action necessary and in leveraging appropriate escalation and “asks” of both advisors and carriers.
• Seek 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 look for ways to expedite and improve our processes and services.
• Maintain 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.
• Manage a variety of responsibilities with constantly changing priorities.
• Comfortable with prioritizing when presented with multiple challenges.

Education

• High School diploma required, college Degree preferred with major in business or related field
• One to Two years of related industry-specific experience and/or training
• Licensed Life Producer is a plus

About You

• Strong written and verbal communication skills.
• You are fluent in Mandarin or Cantonese.
• You have previous life insurance experience.
• You are customer service oriented and are dedicated to providing a seamless customer experience.
• You're a self-starter capable of performing duties with minimal oversight.
• You have excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome.
• You're a superior problem-solver, who thinks outside of the box, not afraid to dig deeper to get the best client outcome.
• You have the ability to work independently and exercise excellent judgment.
• You possess strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn and master our internal and carrier software programs.
• You must be comfortable with choosing priorities when presented with multiple challenges.

Compensation, Benefits, and Perks!

• Salary range of $50,000 - $55,000 with $3600 annual bonus incentive
• 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) with company match
• 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

Why join Covr Financial Technologies?

• The company has proven executive and innovation leadership team with deep insurance industry and InsurTech experience, and success leading high-growth companies and divisions.
• The company has raised over $50 million (latest was a Series B) to fuel growth plan, backed by leading venture capital firms: Allianz Life Ventures, Aflac Ventures, Commerce Ventures, Connecticut Innovations, Connectivity Capital Partners, Contour Venture Partners, Nyca Partners, and Sony IGV.
• The company has partnerships in place with over 30 of the top insurance carriers (multiple Fortune 500 companies) to offer a range of insurance products on the platform and over 25 distribution partners (multiple Fortune 500 companies) in place.
• The company is commercially viable and disruptive, and annual revenue has increased over 40% in the last 2 years.

Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Houston, TX 77056

Salary : $50,000 - $55,000