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: This position can either be in Boise, or remote for the right candidate
COMPENSATION: Base salary plus performance incentive bonus; earn between $2,700 – $3,500 per month with great opportunity for career advancement
COMPANY OVERVIEW:
Covr is listed as one of Forbes’ Top 500 Startup Companies of 2021! Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr’s technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process – all within a matter of minutes. Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun!
JOB SUMMARY:
Our Direct to Consumer (DTC) team is growing and we’re looking for additional support to handle the demand for our insurance products! The Account Representative role is a relatively new position for Covr, and a great stepping-stone to learn the industry and prepare to become a licensed agent.
This role’s primary responsibility is to support our Agents by handling over-flow calls and following-up on leads from members from our partner companies. The ADR will provide warm transfers to our agents as well as schedule future appointments.
This position is a combination of sales & service and is a critical function to our sales success. With heavy call volume with our valued leads, there is high visibility and opportunity for growth.
General life insurance knowledge and ability to learn internal CRM and quoting tools is expected.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
Handling call over-flow from telephone queue
Determining best call direction for members
Transferring calls to agents and setting appointments for call-backs
Outbound calling campaigns on Members that got off-track with process
Re-harvesting business to alternative sales paths, as needed
Coordinating medical Exam follow-ups and assisting with case management tasks, as needed
Helping with other duties and projects as assigned
Expect to handle 100+ calls day and create 15+ 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
Experience with insurance a plus
Familiarity and expertise using multiple computer platforms
Ability to get licensed
Knowledge and Skills:
Excellent verbal communication skills with ability to build phone-based relationships
Expertise with both in-bound and out-bound calling
Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environmen
Strong organizational and time management skills; must be 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 routine, repetitive tasks
Ability to articulate message quickly and effectively over the phone
Drive, desire and will to grow and succeed
BENEFITS PACKAGE:
Check out our Employee Reviews on Glassdoor (https://www.glassdoor.com/Reviews/index.htm) and Indeed (https://www.indeed.com/cmp/Covr-Financial-Technologies/reviews) 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 holiday’s – 10 days, including two 4-day weekends!
Downtown parking subsidy
Summer Hours Program
Medical, Dental and Vision – 85% of monthly premium paid by Covr for all full-time employees
HSA employer contribution
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
#hp2021
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