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:

• Handle incoming calls, emails, and messages from agents and clients regarding policy inquiries or requests
• Provide exceptional service to agents and clients by addressing issues promptly and accurately

System Updates and Reporting:

• Maintain accurate and up-to-date records in our agency management system
• Generate reports for management on policy status, lapse notifications, and other key metrics
• Coordinate the accuracy of all of our inforce policies as reported in PowerBI

Collaboration:

• Work closely with agents/advisors, operational teams, sales teams, and insurance carriers to ensure a seamless policy service experience
• Support the leadership team and other team members with special projects as needed
• Performs other duties and projects as assigned.

JOB SPECIFICATIONS AND QUALIFICATIONS:
Education and Experience:

• High School Diploma or equivalent required
• Insurance-related certifications (e.g., Life & Health licenses) preferred, but not required
• 2+ years of experience in life insurance policy services, preferably within a BGA, carrier, or insurance agency
• Knowledge of life insurance products, policies, and carrier processes is highly preferred

Knowledge and Skills:

• Strong communication skills, both written and verbal

• Detail-oriented with the ability to multitask and manage multiple priorities
• Proficient in Microsoft Office Suite (Excel, Word, Outlook)
• Ability to work independently and as part of a team
• Excellent attention to detail and ability to multi-task without losing focus.
• Comfortable with routine, repetitive tasks

BENEFITS PACKAGE:
We offer a competitive benefits package:

• Hourly range of $22.00 - $24.00 pending experience

• Paid Time Off (PTO): 3 weeks to start, increasing with years of service
• Paid holiday’s – 11 days
• Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
• 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) retirement plan
• Company paid Life and AD&D insurance for all full-time employees.
• Supplemental Life and AD&D insurance up to 5x’s salary for employee
• Supplemental Life and AD& D plans offered for spouse and dependents
• Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

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.