Apply on Employer Site

Integrity · 7 hours ago

Application Fulfillment Specialist

Fort Wayne, IN

Full-time

Onsite

New Grad, Entry Level

Integrity Marketing Group is a leading independent distributor of life, health, and wealth insurance products. The Application Fulfillment Specialist assists agents with the procurement of their client’s life insurance, long term care, and disability policies.

AdvertisingDigital MarketingInsuranceMarketing

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

Qualification

Microsoft OfficeCRM applicationsLife insurance licenseCustomer service experienceFollow-throughExceptional communicationAttention to detailAdaptability

Required

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

Preferred

Prior experience in the insurance or financial services industry

Benefits

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006