Insurance Application Specialist

PHP AgencyAddison, TX, US

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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 :

Language Skills : Bilingual in English / Spanish is preferred for this role.

Experience : 1-2 years in a processing role, meeting daily production goals and quality metrics.

Quick Learner : Ability to grasp new concepts quickly.

Organized and Motivated : Self-starter with a high level of motivation.

Reliable : Dependable and coachable with a positive, can-do attitude.

Adaptable : Comfortable working in a fast-paced environment.

Accountable : Takes ownership, drives a sense of urgency, and is highly detail oriented.

Problem-Solving Skills : Good problem-solving and analytical skills, with a familiarity with basic math.

Interpersonal Skills : Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff.

Customer Service Skills : Good customer service skills, with the ability to work with different personality types and styles, in person or by phone.

Communication Skills : Excellent written and oral communication skills (in person, email, and telephone).

Computer Skills : Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute.

Preferred Experience : Experience with a workflow system and in the insurance industry is a plus.

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Insurance Specialist • Addison, TX, US