Insurance Application Associate
About The Position
Build the future with us Are you driven by underwriting and new business excellence and eager to contribute to a company that helps its clients feel confident and secure about their future? As an Insurance Application Associate, you will play a key role in ensuring that submitted applications are accurate, complete, and processed in alignment with company guidelines and regulatory requirements. This position is a great opportunity to showcase your attention to detail, analytical skills, and commitment to quality within a caring and trustworthy company. Here, 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.
- Solid understanding of life insurance products, plans, and applications.
- Strong knowledge of MIB codes and medications relevant to underwriting.
- Excellent written and verbal communication skills.
- Experience in life insurance or related fields, or a strong consumer‑level understanding of life insurance concepts.
- Intermediate level of English proficiency, as the role involves communicating with agents, underwriters, and internal partners on a daily basis.
- 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
- Serve as a quality checkpoint by reviewing all new business applications to ensure accurate and complete data entry.
- Review final expense and simplified issue applications and render decisions on insurability — approvals, declinations, and plan changes — within stated guidelines.
- Exercise an authorized approval limit of $300,000.
- Conduct research to determine applicant coverage, including MVR searches, criminal record checks, and vendor website reviews.
- Monitor and identify concerns with agent business practices.
- Determine necessary underwriting requirements and prepare correspondence for agents.
- Enter accurate, complete, and detailed notes in the operating system so that any reviewer understands what actions were taken, why, and what is still required.
- Conduct company business in accordance with all applicable laws, regulations, and compliance obligations.
Benefits
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness/personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
