Insurance Application Associate

iA Financial Group (Industrial Alliance) • Waco, TX

5d • Hybrid

About The Position

Build the future with us. Are you driven by supporting financial security and protecting families and eager to contribute to a company that helps clients feel confident about their future? As an Insurance Application Analyst, you will play a key role in ensuring the accuracy, compliance, and quality of new business applications—directly impacting our mission of delivering trustworthy and efficient service. This position is a great opportunity to showcase your analytical skills and attention to detail while realizing your full potential 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

• Is known for their exceptional attention to detail
• Stands out for their analytical thinking and sound judgment
• Demonstrates strong written and verbal communication skills
• Is recognized for their ability to work independently and collaboratively
• 1+ years of experience in life insurance, underwriting, or a related field, or a strong consumer‑level understanding of life insurance concepts
• Meets the Charter of the French Language requirement (if applicable): Beginner, intermediate, or advanced English proficiency, as the role involves communicating with internal teams and agents regularly

Nice To Haves

• Solid understanding of company products, plans, and applications
• Working knowledge of MIB codes and common medications
• Typing speed of 35 WPM with 90% accuracy
• Proficiency in MS Word, Outlook, Excel, and the ability to learn internal systems quickly
• Strong problem‑solving skills and the ability to perform under pressure
• Willingness to work overtime as business needs require

Responsibilities

• Serving as a quality checkpoint, reviewing all new business applications for accuracy and completeness
• Reviewing final expense and simplified issue applications to render decisions on insurability, including approvals, declinations, and plan changes within stated guidelines
• Exercising an authorized approval limit of $300,000
• Conducting research such as MVR checks, criminal record searches, and vendor database reviews to validate applicant information
• Identifying concerns with agent business practices and escalating when appropriate
• Determining required underwriting documentation and preparing correspondence to agents
• Entering accurate, detailed case notes to ensure transparency of actions taken and next steps
• Conducting business ethically, in compliance with laws, regulations, and company standards

Benefits

• Flexible Health, Dental, and Vision insurance
• 401(k) with company match
• PTO plan
• Employee & 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed