REPORTS TO: Head of Direct Distribution
DEPARTMENT: Sales, Direct-to-Consumer
FLSA STATUS: Exempt
WORK SCHEDULE: M-F, either 8-4:30, or 9-5:30pm, MST; may need to flex times due to business needs
LOCATION: Boise, ID
Company Overview
Covr Financial Technologies has built and deployed a market leading technology platform that simplifies the buying process for life, long-term care, and disability insurance products sold through 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 financial advisors and consumers to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process using A.I. technology that simplifies the process for over 30 insurance carriers.
Covr has a dynamic work environment where we create opportunities for our employees to learn and grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Diversity, Innovation, and Fun!
Why Covr Technologies
The company has a proven leadership team with deep insurance industry and InsurTech experience, and successfully built and launched a differentiated technology to the market. The company very well capitalized and has raised over $50 million (latest was a Series B) to fuel growth plan, backed by leading venture capital firms: Stone Point Capital, Allianz Life Ventures, Aflac Ventures, Commerce Ventures, Connecticut Innovations, Connectivity Capital Partners, Contour Venture Partners, NYCA Partners, and Sony IGV.
The company has partnerships with over 30 of the top insurance carriers to offer a range of insurance products on the platform and over 40 distribution partners (multiple Fortune 500 companies) in place. The company has reached significant scale and has doubled revenue in the last 3 years.
COMPENSATION: Base salary plus performance incentive bonus; Hourly plus extra bonus potential up to $1,000; great opportunity for career advancement
JOB SUMMARY:
Our Direct to Consumer (DTC) sales team is booming and we’re looking to add customer service rock-stars to support our exciting growth!
The CSR position serves as a hybrid between sales and service, and is often the first contact with our awesome affinity-based customers. The interactions with our customers are warm and positive as they have all expressed strong interest to purchase our best-in-class insurance services. There’s no cold calling, handling billing issues or dealing with complaints. We are not a crabby call center like a cable company or wireless provider. Think Apple or Nordstroms for insurance, all done digitally and over the phone!
The CSR’s primary role is to provide “warm transfers” and set phone appointments for our sales team of licensed Agents from our premiere partners such as E*Trade and Navy Federal Credit Union.
This is a high visibility position with great opportunity for advancement. The career progression is to be promoted to an Account Rep or licensed Agent position!
No insurance experience is required but excellent communication, organizational skills and desire to provide exceptional service are a must!
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
- Handling call over-flow from telephone queue
- Following up on submitted leads
- Transferring calls to agents
- Setting appointments for call-backs
- Outbound calling campaigns for Members that need extra attention
- Re-harvesting business to alternative sales paths, as needed
- Helping with other duties and projects as assigned
- Expectations are to handle 80+ calls per day and create 20+ new appointments
JOB SPECIFICATIONS AND QUALIFICATIONS:
Required Education and Experience:
- High School Diploma or GED Equivalent
- Heavy sales/customer service experience via phone a plus
- Familiarity and expertise using multiple computer platforms
- Experience in a fast paced office or retail environment working with diverse clientele
Knowledge and Skills:
- Excellent verbal communication skills
- Expertise with both in-bound and out-bound calling
- Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment
- Strong organizational and time management skills
- Computer savvy and able to navigate multiple systems
- Must be a self-starter and ability to learn independently through experience
- Strong work ethic and high level of personal integrity and accountability
- Proficient in Microsoft Outlook, Word and Excel
- Comfortable with repetitive tasks
- Desire to grow and succeed
BENEFITS PACKAGE:
Check out our Employee Reviews on Glassdoor and Indeed to learn more about our culture!
We offer a competitive benefits package:
- Paid Time Off (PTO): 3 weeks to start increasing with years of service
- Paid holidays
- Medical, Dental and Vision – 85% of monthly premium paid by Covr for all full-time employees
- Supplemental insurance options
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