Policy Services Coordinator

POLICY SERVICES COORDINATOR

REPORTS TO :

Licensing & Customer Satisfaction Manager

DEPARTMENT : Operations

FLSA STATUS : Non-Exempt

TRAVEL : None

WORK SCHEDULE :

M-F, may need to flex times due to business needs

LOCATION :

Houston, TX, 100% onsite

COMPANY OVERVIEW :

Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and 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 people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction.We have strong core values : Client First, Collaboration, Innovation and Fun!

JOB SUMMARY :

We are seeking a detail-oriented and highly organized Policy Services Coordinator. In this role, you will be responsible for supporting the policy service needs of clients, advisors, and agents, ensuring smooth processing of policy transactions, and maintaining strong relationships with insurance carriers. The ideal candidate will have experience in the insurance industry, excellent communication skills, and a passion for providing exceptional customer service.

ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES :

Policy Administration :

• Manage policy changes and updates, ensuring accuracy and timely processing
• Coordinate with insurance carriers to resolve any discrepancies or issues related to policies
• Assist clients and agents with policy inquiries and lapse notifications
• Process policy conversions

Customer Service :

System Updates and Reporting :

Collaboration :

JOB SPECIFICATIONS AND QUALIFICATIONS :

Education and Experience :

Knowledge and Skills :

BENEFITS PACKAGE :

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.