Case Manager, Life Insurance Bilingual Cantonese
Company: Covr Financial Technologies
Location: Houston
Posted on: February 14, 2026
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Job Description:
Job Description Job Description Case Manager, Life Insurance –
Bilingual Cantonese REPORTS TO: Team Lead, Case Management
DEPARTMENT: Insurance Operations FLSA STATUS: Exempt TRAVEL: None
WORK SCHEDULE: M-F, subject to change according to business needs
LOCATION: Houston, Texas (hybrid – 3 days onsite/2 days remote)
COMPANY OVERVIEW: Covr makes it simple to protect the people and
things that matter most in life. As an agent of change in a rapidly
evolving industry, Covr is a technology-driven alternative that
provides a simpler, faster way for people to protect what matters
most. Through partnerships with financial institutions and
advisors, Covr's innovative digital platform provides a simpler way
to research, compare, shop for and buy insurance from top
providers, fully online and within minutes. Our employees enjoy a
casual dress code, flexible hours, and competitive games of
foosball in the break room. We have a strong culture based on our
core values: Client First, Integrity, Innovation, Collaboration,
Fun! JOB SUMMARY: Our term case managers take case management to
the next level – joining forces with internal sales partners to
provide the financial professionals we serve with a best-in-class
experience, guiding them through everything from the time the
application is submitted to a carrier, through underwriting, and
getting the case paid and closed. As the liaison between our
clients and our insurance carriers, you’ll do everything you can to
make everyone’s experience as smooth as possible. ESSENTIAL JOB
FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: Monitors term
case progress, tracks down requirements and provides ongoing status
updates, escalating as needed. Reviews application information,
including medical history, identifying issues that could present a
problem and proactively seeking information to expedite the process
– if necessary, researching and presenting alternative solutions.
Negotiates with carriers for better offerings and/or to waive
requirements to ensure good client experience. Required to use
independent judgment related to next action necessary and in
leveraging appropriate escalation and “asks” of both advisors and
carriers. Seeks continuing education on the latest product
offerings and industry developments and, in turn, educates advisors
on those subjects to help create new business opportunities.
Continuously looks for ways to expedite and improve our processes
and services. Maintains positive relationships with your financial
advisors, underwriters, and internal sales consultants. Positive
“one-team” attitude, team spirit, and consistent drive to provide
industry-leading service. Ability to work under pressure in
fast-paced customer service environment. Manage a variety of
responsibilities with constantly changing priorities. Comfortable
with prioritizing when presented with multiple challenges.
Education: High School diploma required, college Degree preferred
with major in business or related field One to Two years of related
industry-specific experience and/or training Licensed Life Producer
is a plus Skills and Experience: Strong written and verbal
communication skills Fluency in Cantonese required Life insurance
experience is preferred Motivated self-starter capable of
performing duties with minimal oversight Excellent relationship
building and negotiating skills, with the ability to influence a
situation to achieve the best client outcome Superior
problem-solver, who thinks outside of the box, not afraid to dig
deeper to get the best client outcome. Ability to work
independently and exercise excellent judgment Strong phone and
computer skills – specifically Microsoft Excel and Word – with the
ability to quickly learn and master our internal and carrier
software programs Must be comfortable with choosing priorities when
presented with multiple challenges BENEFITS PACKAGE: We offer a
competitive benefits package: Salary range of $50,000 - $52,000
with $6200 annual bonus incentive 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. Powered by JazzHR ZORk44l2ZO
Keywords: Covr Financial Technologies, League City , Case Manager, Life Insurance Bilingual Cantonese, Sales , Houston, Texas
