American Amicable Group · 20 hours ago
Insurance Application Analyst
Waco, TX
Full-time
Hybrid
Entry Level
1+ years expAmerican Amicable Group is a part of iA Financial Group, one of the largest insurance and wealth management groups in North America. As an Insurance Application Analyst, you will be responsible for reviewing new business applications for accuracy, rendering underwriting decisions, and conducting research to determine applicant coverage while ensuring compliance with applicable laws and regulations.
Financial ServicesLife InsuranceService Industry
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
Required
Solid understanding of all company products, plans and applications
Solid working knowledge of MIB codes and medications pertinent to all products and plans
Strong knowledge of MS Word, Outlook and Excel
Ability to learn internal operating systems quickly and effectively
Ability to work independently as well as work effectively in a team environment
1 year of experience in call center/customer service domain
Benefits
Flexible Health
Dental and Vision insurance
401(k) + company match
PTO
Employee and family assistance program
Performance bonus
Company
American Amicable Group
American-Amicable is a wholly owned subsidiary of iA Financial Group, one of the largest insurance and wealth management groups in North America.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase