Insurance Application Specialist

Insurance Application Processing Specialist

PHP is seeking a detail-oriented and motivated individual to join our dynamic team as an Insurance Application Processing Specialist. In this role, you will play a crucial part in ensuring the smooth and accurate processing of life insurance applications while supporting our network of nearly 20,000 licensed agents. Working closely with agents and insurance carriers, you will help drive our mission of serving diverse, middle-class clients by verifying application data, identifying and resolving missing information, and submitting required paperwork efficiently. If you're looking for a fast-paced environment where your problem-solving skills, attention to detail, and customer service expertise can shine, this is the perfect opportunity to grow within a leading field marketing organization (FMO) in the life insurance industry.

Primary Responsibilities :

• Analyze and process incoming life insurance applications, ensuring accuracy and completeness.
• Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information.
• Enter data into proprietary home office systems.
• Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems.
• Calculate recognition points earned from life insurance applications.

Primary Skills & Requirements :