Sr. Application Fulfillment Specialist

Sr. Application Fulfillment Specialist The Sr. Application Fulfillment Specialist is responsible for inbound and outbound communication with clients who are seeking life insurance products through their advisor at a financial institution. This role will receive a request for application from a queue, shared with other Intake Specialists, review the request, determine the appropriate carrier and application documents required, and complete the life insurance application with the client over the phone. This role will be responsible for the more complex applications, priority and escalated requests and VIP requests. This role will work closely with the Team Lead to build reporting and assist with department audits, as well as be responsible for requests in the escalation inbox. We provide applications to numerous insurance carriers, and the Sr. Application Specialist is expected to learn all dynamics of each carrier's nuances, required forms, etc. and assist with training of team members on these carriers and nuances. Essential Job Functions, Duties, and Performance Responsibilities: Works each application request received through to the formal submission to the carrier for underwriting. Reviews, screens, and coordinates with other Covr team members to ensure all documentation has the accurate information necessary to complete each carrier-specific life insurance application. Submits life insurance applications "in good order" and in efficient timeframe. Strives for excellence in customer service and relationship building. Pull weekly reporting and assist with daily assignments. Assists with accuracy audits. Performs other projects and duties as assigned.