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Customer Service Representative

Company: Covr Financial Technologies
Location: Boise
Posted on: January 15, 2022

Job Description:

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: Covr's Boise, ID office

COMPENSATION: 17.50 per hour + full benefits

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 Customer Service 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 Customer Service Representative 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
    Required Education And Experience

    JOB SPECIFICATIONS AND QUALIFICATIONS:
    • 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 environment
      • 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

        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
        • Pet insurance
        • 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

Keywords: Covr Financial Technologies, Boise , Customer Service Representative, Sales , Boise, Idaho

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