Case Manager - Life Insurance
About the job
- A high school diploma.
- Strong written and verbal communication skills.
- The ability to perform duties with minimal oversight.
- Relationship-building and negotiating skills, with the ability to influence situations to achieve the best client outcome.
- Problem-solving skills and the ability to investigate issues thoroughly.
- The ability to work independently and exercise sound judgment.
- Strong phone and computer skills, specifically Microsoft Excel and Microsoft Word, and the ability to quickly learn internal and carrier software programs.
- The ability to prioritize multiple challenges in a fast-paced customer service environment.
- Monitor term case progress, track requirements, provide ongoing status updates, and escalate issues as needed.
- Review application information, including medical history, identify potential issues, and proactively seek information to expedite the process, researching and presenting alternative solutions when necessary.
- Negotiate with carriers for better offerings or to waive requirements to ensure a positive client experience.
- Use independent judgment to determine the necessary next action and leverage appropriate escalations and requests with advisors and carriers.
- Pursue continuing education on product offerings and industry developments and educate advisors on those subjects to help create new business opportunities.
- Identify ways to expedite and improve processes and services.
- Maintain positive relationships with financial advisors, underwriters, and internal sales consultants.
- Manage multiple responsibilities with constantly changing priorities.
- A college degree with a major in business or a related field.
- One to two years of related industry-specific experience and/or training.
- A Licensed Life Producer license.
- Fluency in Spanish.
- Life insurance experience.
About the company
Covr Financial Technologies operates as a digitally enabled brokerage general agency that partners with financial institutions to sell life, long-term care, and disability insurance. Its white-label digital platform integrates with a partner’s systems, enabling advisors and customers to quote, compare, and purchase policies within minutes. Revenue comes from commissions earned from insurance carriers and fees for platform services. Unlike other distributors, Covr focuses on seamless integration with financial institutions to expand their service offerings without building a program from scratch.
Company Size
51-200
Company Stage
Series B
Total Funding
$38M
Headquarters
Hartford, Connecticut
Founded
2016
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Simplify's Take
What believers are saying
- January 2026 named Sam Barnett CEO and Bob Klein CDO, sharpening execution.
- February 2026 hired Ryan Bivins to deepen carrier partnerships and national sales.
- Smart Choice’s 9,500-agency network widens Covr Pro distribution beyond institutions.
What critics are saying
- Integrating Optifino, VIBE, and Covr strains product roadmaps through 2026.
- Carrier partners can bypass Covr once their own digital quoting tools mature.
- If advisor adoption stalls, Covr becomes a commoditized middle layer in insurance sales.
What makes Covr Financial Technologies unique
- Covr’s September 2025 Optifino merger pairs AI case design with compliance-heavy BGA infrastructure.
- Covr says its platform serves 30,000 financial professionals and 100 million customers.
- Covr spans life, LTC, disability, and specialty insurance across institutional and independent channels.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Health Savings Account/Flexible Spending Account
Paid Vacation
Paid Holidays
Disability Insurance
Pet Insurance
Life Insurance
Hybrid Work Options
Flexible Work Hours
Growth & Insights and Company News
6 month growth
-1%1 year growth
-4%2 year growth
-1%Sam Barnett represents Covr at NYC Awards Night. Published. April 14, 2026 At this year's NYC Awards Night, The Financial Technology Report were pleased to welcome Covr, which simplifies insurance for financial brands and their clients, represented by CEO Sam Barnett. Covr Financial Technologies partners with financial brands to provide life, long-term care, disability, and supplemental health solutions to their clients through innovative digital platforms. The company offers a suite of solutions including Covr Consumer, an AI-guided insurance platform for consumers; Covr Advisor, a multi-carrier platform for financial advisors and insurance specialists; and Covr Exchange, a SaaS-based suite of insurtech solutions for carriers and distributors. Covr works with over 30 of the top insurance carriers. It was wonderful to have Sam join The Financial Technology Report in New York for this year's event. The next Financial Technology Report and GrowthCap Forum event will take place this summer in Jackson Hole, WY. Learn more here. Picture: Sam Barnett at NYC Awards Night. Related insights. The Financial Technology Report is your comprehensive source for business news, investment activity and corporate actions related to the financial technology industry.
Covr Financial Technologies has appointed Ryan Bivins as Head of Sales to strengthen its leadership team and expand its national distribution platform. Bivins brings over a decade of sales leadership and long-term care insurance expertise to the role. Bivins previously spent more than 12 years at Pacific Life in progressively senior roles, helping launch and scale the company's hybrid LTC offering before serving as National Sales Manager. Most recently, he was Specialty Markets Leader at John Hancock, where he expanded distribution of linked-benefit solutions. In his new position, Bivins will lead Covr's national sales strategy and partner development. Covr serves over 30,000 financial professionals and more than 100 million customers through its AI-driven insurance planning platform.
Covr appoints Ryan Bivins as Head of Sales to accelerate growth and deepen carrier partnerships. Seasoned long-term care and insurance distribution executive brings proven leadership, carrier expertise, and strong partner relationships to Covr's evolving platform. NEW YORK, Feb. 18, 2026 /PRNewswire/ - Covr Financial Technologies, an award-winning provider of digital insurance solutions, today announced the appointment of Ryan Bivins as Head of Sales, strengthening the company's leadership team as it continues to scale its national distribution platform and deepen relationships across the insurance and wealth management ecosystem. Ryan Bivins brings more than a decade of sales leadership and long-term care (LTC) expertise to Covr, along with a proven track record of building high-performing teams and driving sustainable growth. His appointment reflects Covr's continued investment in experienced leaders who understand the carrier, advisor and agent perspectives. In his new role, Bivins will lead Covr's national sales strategy, support partner development, and help advance the company's long-term vision for modern insurance distribution that solves the fractured user experience by aligning carrier, firm, agent and advisor interests. His experience across carriers and specialty markets positions him to align Covr's platform with evolving advisor and client needs. "Ryan's combination of deep sales management experience, long-term care specialization, and long-standing relationships with our partners makes him an exceptional addition to our leadership team. Ryan and I worked closely at Lincoln for many years. He has a demonstrated understanding of this industry at every level - and that insight will be critical as we continue to expand our platform and deliver more value to advisors, agents and institutions." - Bob Klein, Chief Distribution Officer - Covr Financial Technologies Bivins began his career at Lincoln Financial Group on the MoneyGuard team, where he developed early expertise in hybrid long-term care solutions. He later joined Pacific Life, spending more than 12 years in progressively senior roles. During his tenure, he helped launch and scale Pacific Life's hybrid LTC offering, served as Divisional Manager, and ultimately led the organization's hybrid LTC business as National Sales Manager. Most recently, Bivins served as Specialty Markets Leader at John Hancock, where he helped expand distribution of the linked-benefit LifeCare IUL solution and strengthen relationships across key institutional and advisory channels. "I'm excited to join the leadership team at such a pivotal time in the company's growth," said Ryan Bivins. "Covr's ability to merge mature distribution, top shelf compliance infrastructure, and AI-powered advanced planning tools into a seamless, end-to-end user experience truly sets it apart. I look forward to working with our partners and internal teams to help accelerate that impact nationwide." With Bivins' appointment, Covr continues to strengthen its executive team with industry veterans who bring credibility, operational excellence, and deep market insight - ensuring the company remains a trusted partner for agents, advisors, institutions, and carriers nationwide. About Covr Financial Technologies: Covr combines enterprise-grade distribution, best-in-class compliance infrastructure, and advanced AI-driven planning tools to radically simplify the insurance experience for financial institutions, advisors, and their clients - delivering faster case design, smarter product fit, and a seamless end-to-end insurance journey. Serving over 30,000 financial professionals and more than 100 million customers, its platform empowers advisors to easily visualize and identify the right insurance solutions for their clients at the right time. For more information, visit www.covrtech.com or follow Covr on LinkedIn @Covr Financial Technologies. Media Contact: Mark Forman [email protected] 502-536-7617 Insurance products are sold through Covr Financial Technologies Inc ("Covr"). Covr sells insurance as an agent or broker by contractual agreements with its insurance carrier providers. Covr is licensed in the following states: Delaware (3000067942), Idaho (607086), California (0L77229). All other state license numbers are available on its State License Disclosure Page.
Covr recognized by The Financial Technology Report as one of the Top 50 Financial Technology Companies for 2025. Covr has been named one of the Top 50 Financial Technology Companies for 2025 by The Financial Technology Report, joining a select group of innovators like Wealthfront, MyVest, and Pontera who are shaping the future of financial services. This recognition follows Covr's inclusion in the Everest Group's "Leading 50(TM) Life & Annuity (L&A) Insurance Technology Providers 2024" and reflects the company's accelerating momentum in transforming insurance distribution. The combined platform enables faster insights, smarter product identification, and high-touch advanced markets expertise - delivering a unified solution that elevates insurance planning for mass-affluent, high-net-worth, and ultra-high-net-worth clients. Covr's mission is simple: radically simplify life insurance with a blend of expert human guidance and next-gen technology. The results speak for themselves - its October NPS (57) and CSAT (98.67%) scores far exceed industry benchmarks (36 and 76%, respectively).
Optifino and Covr Financial Technologies have announced a merger to form Digital BGA 3.0, combining Covr's operational and compliance infrastructure with Optifino's AI-powered case design and analytics platform. This merger aims to transform life insurance distribution by leveraging next-gen technology and proven systems.