Quality Control Representative - Witt/Kieffer : Job Details

Base Pay Midpoint: $24.04/hour, Non-Exempt

Location: Westlake, CA / Hybrid

Who Is Covered?

At Covered, we are focused on making insurance easy to understand and painless to purchase. We combine intuitive technology with a human touch to help consumers quote, compare, and purchase multiple insurance products in minutes. By partnering with lenders, financial institutions, and fintech companies, we deliver our personalized embedded insurance marketplace to their customers.

What Is Covered?

The best-in-class B2B2C embedded insurance marketplace built specifically for fintechs. We combine award-winning digital insurance experiences, innovative technology, and industry-leading compliance programs to help our partners build a fully digital insurance experience using our APIs, pre-built UI components, and full-service licensed stack.

About This Role

As a QC Associate for Covered Insurance, you will work closely with the Customer Care Retention Team on-site in our Westlake Village office, Monday through Friday. Every month we have a retention goal, exceeding expectations in servicing our customers. You will facilitate the renewal process and maintain current records within our agency management system EZLynx and Salesforce. This would include documentation, policy data updates, and clear notation of communications. You would also correspond externally with our customers and mortgage companies on policies that are within the 60-day expiration window.

Yep, We Have Benefits!

At Covered, our cultural DNA is our brand! This position includes a competitive benefits package to include an extraordinary culture, medical, dental, vision, FSA, HSA, AD&D, Life Insurance, STD, LTD, 401(k), casual time off, and 11 paid holidays.

Role Accountabilities Include, But Are Not Limited To:

• Receive and place phone calls with customers, insurance carriers, and financial institutions
• Updating the Renewal Log on Salesforce
• Contacting the customers or mortgage companies on outstanding renewal payments
• Checking Policy Status on Carrier Websites and document into our AMS System (EZLynx)
• Updating Premium information and Any Updates for the renewal process
• Updating Mortgage Information Upon Request
• Aggregating and uploading policy documents into EZLynx (AMS)
• Process customer and Carrier inquiries via Zendesk in a timely manner.
• Keep QC management informed of underwriting issues for training purposes.
• Responsible for cross-selling and upselling to ensure our customers are covered.

Essential Role Requirements (Must be able to be performed with or without reasonable accommodation):

• Work Environment: Westlake Village, CA / Hybrid
• Physical Demands:
  • Must be able to sit for extended periods of time
  • Possess visual acuity in order to see a computer
  • Must possess manual dexterity in order to work on a computer
  • Must have command of the English language to effectively communicate
  • Must be able to hear clients, partners, and internal staff
  • Opportunistic travel as may be required

Disclaimer

This is an outline of the primary responsibilities of this position. As with everything in life, things change. The tasks, accountabilities and/or experience requirements may be changed, added to, removed, amended, deleted, and modified at any time by management with or without prior notice.

We are an equal opportunity employer and do not discriminate on the basis of any protected attribute, protected under applicable law. We make reasonable accommodations for applicants' and employees' religious practices as well as any mental health or physical disability needs. Employment decisions, including hiring decisions, are based on performance experience.

About You And Your Experience

• Strong Writing and Verbal Communication Skills
• Ability to multitask, prioritize and manage multiple responsibilities
• Reliable, Quick Learner with a Positive Attitude and mindset
• Able to quickly adapt to various Insurance Carrier Platforms, G Suite & OmniChannel
• Proactive with internal and external communications within team members
• Background in Insurance or Mortgage a plus, but not required
• Current Property and Casualty License strongly preferred, but not required.
• Office Experience Required