Insurance Application Analyst

Job Description

The Insurance Application Analyst audits submitted applications for accuracy and completeness. Reviews and is authorized to render underwriting decisions within stated guidelines and also supports various ancillary tasks as required.

Your Day to Day

• 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.

What You Have

• High School diploma or equivalent
• Life Insurance or related industry experience strongly preferred or a solid understanding of life insurance concepts from a consumer perspective.
• Must have a solid understanding of all company products, plans and applications.
• Must have solid working knowledge of MIB codes and medications pertinent to all products and plans.
• Minimum typing requirement of 35 wpm and 90% accuracy.
• Working knowledge of MS Word, Outlook and Excel and the ability to learn internal operating systems quickly and effectively.

We Offer

• Competitive Benefits (Medical, Dental, Vision, Short- and Long-Term Disability, 401K w/ match, PTO, and more!)
• A Human Approach
• Career Advancement
• Professional Development Opportunities

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Company

American-Amicable Life Insurance Company of Texas

Posting End Date

2025-07-31

 

About us

iA American Warranty LP, American Amicable Group of Companies, iA American Life Insurance Company and Industrial Alliance Portfolio Management LLC are all part of iA Financial Group, one of the largest insurance and wealth management groups in North America. In the last few years, iA American has been thoughtfully built by iA Financial Group through the acquisition of several US based entities. Our suite of products and services includes automotive protection packages, reinsurance options, dealer support, direct-to-consumer products, in-house administration, life insurance, progressive special markets, and more!

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term. Our CEO Denis Ricard won #1 Insurance CEO in Canada from Glassdoor!

Our Commitment to Diversity and Inclusion

Our differences make us unique, and even stronger. That’s why, at iA Financial Group, we are committed to supporting and celebrating diversity. We are continually building a team that is as diverse as the people and communities we serve. By combining our different ways of seeing and experiencing the world, we will always be stronger than the sum of our parts! To learn more click here.