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iA Financial Group (Industrial Alliance) · 4 weeks ago

Insurance Application Analyst

Waco, Texas

Full-time

Hybrid

Entry Level

1+ years exp

American-Amicable Life Insurance Company of Texas is part of iA Financial Group, a leading insurance and wealth management organization. The Insurance Application Analyst will be responsible for auditing submitted applications for accuracy, rendering underwriting decisions, and supporting various ancillary tasks as required.

FinanceIndustrialInsurance

No H1B

Responsibilities

Serving as a Quality check point is responsible for reviewing all new business applications to ensure accurate data entry

Reviews ‘final expense’ and ‘simplified issue’ applications with the goal to render a decision on insurability: approvals, declinations, and plan changes within stated guidelines (authorized approval limit of $300k)

Conducts research to determine applicant coverage. May include MVR searches, criminal record searches, various vendor websites, etc

Monitors and identifies concerns with agent business practices. Responsible for reviewing the life being underwritten and determining the necessary requirements to continue the review process

Preparation of the actual correspondence that goes out to the agent

Enters accurate and complete detailed notes on the operating system to ensure that anyone reviewing the case understands what action has been taken, why it has been taken and what is currently required on the file

Conduct Company business in accordance with all applicable laws, regulations, and contractual obligations

Behave ethically and with integrity and always follow the principles of the Compliance Program when making business decisions. Compliance with this program is a condition of employment for every American-Amicable employee

Qualification

Insurance knowledgeMIB codes knowledgeData entry accuracyMS Word proficiencyMS Excel proficiencyMS Outlook proficiencyCustomer service experienceTeam collaborationIndependent work