Application Specialist

Job Title: Application Specialist

Inszone Insurance Services is an independent insurance agency with multiple locations in 16 states. Our firm specializes in customized insurance products for businesses and individuals. Over the last three years, Inszone has ascended Insurance Journal’s Top 100 Property & Casualty Agencies, reaching the Top 40 in its most recent rankings.

We have direct appointments with all the major insurance markets. We pride ourselves in exceeding our client’s expectations, every time. If you are looking for a great work environment, advancement opportunities, and more than two decades of consistent growth, Inszone Insurance is the place for you.

Why work for Inszone Insurance?

Our mission is to foster the ongoing development of career-oriented professionals providing the tools and resources necessary for growth. Fully supported career-driven professionals get to leverage their experience and insights, learning on the job and advancing in their career, while contributing to company growth. We are proud to have a culture of professionalism and teamwork, that allows you to learn, grow, and more importantly enjoy what you do, while cultivating profitability, productivity, professionalism, and longevity.

Benefits:

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favourite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

Location: Roseville, CA

Workplace: Onsite

Compensation: Aligned with experience

Function:

• Respond promptly to new application requests from agents.
• Complete drop ticket submissions, and/or assist clients in completing the application interview, signing and returning their applications, and ordering their exams.
• Must possess the ability to maintain strict confidentiality of all client information.
• Ensure that the diligent follow-up process is followed to provide frequent status updates on the application acquisition process to both the client and the agent.
• This position requires a strong attention to detail and the ability to utilize multiple resources to problem solve.
• This position is expected to be flexible in duties assigned based on the needs of the organization.
• The capacity to effectively manage competing priorities is necessary to be successful in this role.

Essential Duties and Responsibilities

· Contributes positively to the culture

· Employs a positive attitude; champions their coworkers and looks for the good in others

· Views change as a new opportunity and is enthusiastic about trying a different approach

· Must be reliable and dependable with good attendance

· Utilizes internal and external resources; Takes initiative to find a solution before escalating to management

· Prides themselves on “Being Referable”

· Respond immediately to application live call transfers

· Contact assigned client within 24 hours of case submission

· Send applications electronically and work with client to complete immediately

· Order Exams and preset the client exam appointment- explain exam tips and expectations

· Follow-up directly with client to retrieve the application and confirm exam completed

· Utilize vendor websites for drop ticket submissions, exam ordering, and status

· Become familiar with all carrier and vendor sites to check status and agent licensing

· Maintain complete and professional case notes in all required systems

· Interact professionally with affiliates, partners, and vendors as needed

· Notify Manager when your queue is more than 24 hours behind

· Must possess problem resolution skills and ability to multi-task

· Escalate reported problems to management as needed

· Attention to detail in all tasks is critical

· Be a Team Player, willing to cross-train and help with other duties as assigned

Qualifications to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Training will be provided as necessary.

Education and/or Experience, Certificates, Licenses, Registrations

• Excellent customer service experience- including exceptional verbal phone skills, and competent written correspondence ability.
• Ability to learn and use varied online and computer applications.
• Life insurance experience is not required, but desired.

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone. Apply today and see for yourself!

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Are you comfortable with either a hybrid or remote work situation?
• How many words per minute can you type, error-free?
• Have you ever worked for Inszone Insurance, or any organization which is now part of Inszone?

Experience:

• life insurance: 1 year (Preferred)

Work Location: In person