Insurance Application Specialist

Job Summary

A company is looking for an Application Specialist to support the life insurance sales process.

Key Responsibilities

• Retrieve and prepare accurate, product-specific life insurance application forms
• Contact clients to collect required personal, medical, and financial information
• Facilitate the electronic signature process and ensure compliance with standards

Required Qualifications, Training, and Education

• Bachelor's Degree preferred; H.S. Diploma or GED with significant practical experience considered
• 1-3 years of experience in life insurance, financial services, or administrative support preferred
• Prior experience with life insurance applications and understanding of insurance products required
• Familiarity with CRM systems and electronic signature platforms
• Proficiency in Microsoft Office Suite and general computer literacy