Application Specialist

Job Description

Application Specialist

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Build the future with us

Are you driven by meaningful work and eager to contribute to a company that helps clients feel confident and secure about their future? As an Application Specialist, you will play a key role in reviewing insurance applications, entering accurate data, and ensuring timely processing that supports our New Business operations.

This position is a great opportunity to showcase your attention to detail, analytical skills, and commitment to quality within a caring and trustworthy company. At iA, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You’ll Accomplish With Us

As an Application Specialist, you’ll be at the core of our mission. Your main responsibilities will include:

• Reviewing insurance applications and extracting required information
• Entering data accurately to create master pending records
• Making data‑entry updates, creating system notifications, and finalizing applications when appropriate
• Processing applications in date order to ensure first‑in, first‑out workflow
• Maintaining an error/submit ratio of 2% or less
• Submitting at least 23 applications per hour
• Maintaining a daily zero backlog
• Meeting acceptable voice/mobile/call center application submit metrics
• Reporting contracting/licensing system errors to the Licensing/Contracting Department
• Adding system notifications for incorrectly received field scans or faxes
• Assigning documents received in department systems
• Working daily reports distributed by the Production Manager
• Notifying Lead Application Specialists or Junior Analysts when multiple applications need to be split and assigned
• Providing documents to the Lead Policy Print Specialist to establish new list bill groups
• Reviewing system reports for previous‑day submissions
• Building a knowledge base to reduce repetitive assistance
• Following up on cases listed on the Policy Issue & Marketing Pending Applications report
• Conducting business in accordance with all laws, regulations, and the iA Financial Group Code of Conduct
  
  

What Could Accelerate Your Success In This Role

We’re looking for someone who:

• Is known for strong attention to detail and accuracy
• Stands out for excellent written and verbal communication skills
• Demonstrates solid research, analytical, and problem‑solving abilities
• Is recognized for strong organizational skills and the ability to prioritize effectively
• Has experience performing under pressure and managing multiple tasks
• Has a high school diploma or GED
• Has strong computer skills, including MS Office, and learns new systems quickly
• Works well independently and as part of a team
• Adapts well to procedural and organizational changes
• Takes initiative and responsibility for assigned work
• Maintains a positive, learning‑oriented attitude
• Is able to work overtime when business needs require
• Has an intermediate level of English proficiency, as the role involves daily communication with internal partners and stakeholders
  
  

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence
• A healthy, safe, fair, and inclusive workplace where potential can be freely expressed and developed
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
• Competitive benefits, including:
• Flexible Health, Dental, and Vision insurance
• 401(k) with company match
• PTO plan
• Employee and family assistance program
• Ergonomic furniture program
• Performance bonus
• And much more
  

Apply now and get ahead of your career—your talent belongs here.

Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply—we want to get to know you!

Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Company

American-Amicable Life Insurance Company of Texas

Posting End Date

2026-07-22

About Us

American Amicable is a part of iA Financial Group, one of the largest insurance and wealth management groups in North America. Our headquarters is in Waco, TX. Tracing its roots back to 1910, the American-Amicable Life Insurance Company of Texas is a progressive special markets insurer. The Company offers innovative life insurance and annuity products developed to target the individual needs of protection, wealth creation, and estate preservation.

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

At iA American, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us. Someone from our team will be happy to assist you.