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Application Fulfillment Specialist

Integrity Marketing Group -
Fort Wayne, IN

Quick Apply

Job Details

Full-time

Benefits

Disability insurance

Qualifications

Serving clients
Phone communication
Service scheduling
Life insurance knowledge
Client database systems
Disability insurance knowledge
Financial services
E-signature software
CRM system proficiency
Productivity software
Associate's degree
Entry level
Client interaction via phone calls

Full Job Description

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 400 is the same service-centered culture as we were in 1971.

Ash Brokerage works with financial professionals to help find, understand, and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

The Application Fulfillment Specialist partners with advisors and clients to complete life insurance, long-term care, and disability insurance applications accurately and efficiently. This role is responsible for gathering application information, facilitating signatures, obtaining required application documentation, and ensuring all requirements needed for submission are complete. Once the application package has been finalized, the specialist coordinates a seamless handoff to Case Management, which takes over the underwriting and placement process.

Responsibilities

Complete applications directly with the client, coordinate signatures, and other related requirements based on age, face amount, and individual carrier guidelines.
Explain next steps and underwriting process to clients.
Communicate with the agent and client throughout the signature process
Update all parties on status
Record receipt of application and partner with case management for a smooth hand off to the underwriting process
Utilize and drive e-solutions; be able to educate and walk clients through the e-signing process.
Develop cross-departmental relationships to advocate the smoothest client experience.
Evaluate the needs of each call to determine the best course of action for the agent and client.
Identify potential underwriting roadblocks and evaluate the next steps with your internal underwriter.
Partner with contracting to discuss contracting requirements and appointments.
Coordinate scheduling applications with agents, clients, or internal sales team.

Talents and Abilities

Strong computer skills, specifically in Microsoft Office and CRM applications
Adaptable and flexible
Exceptional communication (phone, in-person, and email)
Strong attention to detail
Exceptional follow-through
Track record of success in fast-paced customer service environment

Education and Experience

Associate degree
Equivalent combination of education and experience
Prior experience in the insurance or financial services industry is preferred.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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