Application Fulfillment Specialist

Integrity Marketing Group•Fort Wayne, IN

About The Position

Application Fulfillment Specialist Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 400 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand, and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings. The Ash Plus team offers a client-centric service that was designed to enhance the placement of insurance by partnering with the nontraditional advisor and adding concierge support at the retail client level. Job Summary: Application Fulfillment Specialists assist agents with the procurement of their client’s life insurance, long term care, and disability policies.

Requirements

Strong computer skills, specifically in Microsoft Office and CRM applications
Adaptable and flexible
Exceptional communication (phone, in-person, and email)
Strong attention to detail
Exceptional follow-through
Track record of success in fast-paced customer service environment
Associate degree
Equivalent combination of education and experience
Life insurance license or willingness to obtain in the first six months

Nice To Haves

Prior experience in the insurance or financial services industry is preferred.

Responsibilities

Complete applications directly with the client, coordinate signatures, order exams, and other related requirements based on age, face amount, and individual carrier guidelines.
Explain next steps and underwriting process to clients.
Maintain excellent oral and written communication with the agent and client throughout the procurement process.
Update all parties on status, requirements, etc.
Record receipt of application, all relevant medical information and pertinent details in our AMS (Agent Management System).
Utilize and drive e-solutions; be able to educate and walk clients through the e-signing process.
Develop cross departmental relationships to advocate the smoothest client experience.
Evaluate the need of each call to determine the best course of action for the agent and client.
Identify potential underwriting roadblocks and evaluate the next steps with your internal underwriter.
Partner with contracting to discuss contracting requirements and appointments.
Coordinate scheduling applications with agents, clients, or internal sales team.