Job Description

Case Manager, Life Insurance – Bilingual Cantonese

REPORTS TO: Team Lead, Case Management

DEPARTMENT: Insurance Operations

FLSA STATUS: Exempt

TRAVEL: None

WORK SCHEDULE: M-F, subject to change according to business needs

LOCATION: Houston, Texas (hybrid – 3 days onsite/2 days remote)

COMPANY OVERVIEW:

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!

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 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.

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

Skills and Experience:

• Strong written and verbal communication skills

• Fluency in Cantonese required

• Life insurance experience is preferred

• 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

BENEFITS PACKAGE:

We offer a competitive benefits package:

• Salary range of $50,000 - $52,000 with $6200 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) retirement plan

• 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

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.

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