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Insurance Application Specialist

2 months ago

Harrisburg, Pennsylvania, United States Integrity Marketing Group Full time
About Integrity Marketing Group

Integrity Marketing Group is a prominent independent distributor dedicated to supporting independent insurance agents in the senior health and life insurance sectors. Our organization is committed to providing innovative solutions and exceptional service to our agents across the nation.

Position Overview

The Insurance Application Specialist plays a crucial role in managing the lifecycle of insurance applications from the moment they are received until they are successfully placed. This position requires a strong foundation in the insurance industry, along with the ability to manage various cases while fostering a positive and proactive attitude. The Insurance Application Specialist is a key player in the organization, directly influencing revenue and maintaining essential relationships.

Key Responsibilities:
  • Update all stakeholders on the status of applications
  • Utilize comprehensive knowledge of systems to fulfill responsibilities and assist others
  • Apply understanding of relevant laws, regulations, and guidelines
  • Engage with clients both verbally and in writing to clarify their requests and gather necessary documentation
  • Oversee the ordering and collection of all underwriting requirements
  • Ensure compliance with suitability approvals and agent signature processes
  • Maintain organized, compliant, and accurate files, ensuring electronic records are complete post-issuance
  • Provide timely updates and follow-ups on application statuses
  • Prepare policies for issuance, including assembly and final delivery documentation
  • Perform additional tasks such as imaging, faxing, copying, and filing
  • Consistently achieve or surpass productivity and quality benchmarks established by the department
Essential Skills & Qualifications:
  • Meticulous attention to detail and a strong sense of urgency
  • Excellent verbal, written, and presentation skills, with a focus on documentation
  • Strong organizational and time management abilities, including follow-up and task completion
  • Proven problem-solving and analytical capabilities
  • Self-motivated individual who can work independently while being a collaborative team member
About Integrity

Integrity is driven by a singular mission: to empower individuals to safeguard their life, health, and wealth, preparing them for a brighter future. We offer a dynamic and supportive work environment that prioritizes our employees' well-being and professional growth. Our competitive compensation package includes benefits designed to enhance your work experience and provide peace of mind for you and your family.

Integrity is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. Additionally, Integrity will provide reasonable accommodations for qualified individuals with disabilities.