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Advisors Excel · 1 day ago

Life Application Specialist

Topeka Metropolitan Area

Full-time

Onsite

Entry Level

1+ years exp

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. The Life Application Specialist will play a vital role in helping clients complete life insurance applications accurately and efficiently through phone-based interactions and detailed application processing.

ConsultingFinancial ServicesMarketing

Growth Opportunities

Responsibilities

Conduct client phone interviews to complete personal history interviews (PHIs) and gather additional health information as requested by underwriting

Document applicant responses accurately and update multiple systems and work queues

Manage inbound and outbound calls while meeting quality, productivity, and service-level expectations

Enter and review electronic life insurance applications to ensure all required information and forms are complete and in good order

Send, receive, and track DocuSign documents throughout the application lifecycle

Order attending physician statements (APS) and required medical exams

Coordinate with the licensing team to confirm producers meet carrier licensing and training requirements

Submit complete, in-good-order applications and supporting documentation to insurance carriers

Assist with training and onboarding new team members within the Life Operations department

Support special projects and additional tasks as needed

Qualification

LifeHealth insurance licenseLife insurance experienceData entry accuracyVerbal communicationAttention to detailCustomer service experienceLearn guidelinesBachelor's degree