Application Specialist

iA Financial Group (Industrial Alliance)•Waco, TX

1d•Hybrid

About The Position

As an Application Specialist, you will play a key role in reviewing insurance applications, entering accurate data, and ensuring timely processing that supports our New Business operations. This position is a great opportunity to showcase your attention to detail, analytical skills, and commitment to quality within a caring and trustworthy company. At iA, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

Strong attention to detail and accuracy
Excellent written and verbal communication skills
Solid research, analytical, and problem‑solving abilities
Strong organizational skills and the ability to prioritize effectively
Experience performing under pressure and managing multiple tasks
High school diploma or GED
Strong computer skills, including MS Office, and learns new systems quickly
Works well independently and as part of a team
Adapts well to procedural and organizational changes
Takes initiative and responsibility for assigned work
Maintains a positive, learning‑oriented attitude
Able to work overtime when business needs require
Intermediate level of English proficiency
Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Responsibilities

Reviewing insurance applications and extracting required information
Entering data accurately to create master pending records
Making data‑entry updates, creating system notifications, and finalizing applications when appropriate
Processing applications in date order to ensure first‑in, first‑out workflow
Maintaining an error/submit ratio of 2% or less
Submitting at least 23 applications per hour
Maintaining a daily zero backlog
Meeting acceptable voice/mobile/call center application submit metrics
Reporting contracting/licensing system errors to the Licensing/Contracting Department
Adding system notifications for incorrectly received field scans or faxes
Assigning documents received in department systems
Working daily reports distributed by the Production Manager
Notifying Lead Application Specialists or Junior Analysts when multiple applications need to be split and assigned
Providing documents to the Lead Policy Print Specialist to establish new list bill groups
Reviewing system reports for previous‑day submissions
Building a knowledge base to reduce repetitive assistance
Following up on cases listed on the Policy Issue & Marketing Pending Applications report
Conducting business in accordance with all laws, regulations, and the iA Financial Group Code of Conduct

Benefits

Flexible Health, Dental, and Vision insurance
401(k) with company match
PTO plan
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Medical, Dental, and Vision Insurance
Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance
Company-Paid Health Advocate Benefit
Wellness Allowance
Generous Paid Time Off Plan and Holidays
401(k) With Company Match
Competitive Bonus Program
Employee Assistance Program
Employee Discount Program