Life Application Specialist

As a Life Application Specialist, you’ll play a vital role in helping clients complete life insurance applications accurately and efficiently through our App Assist program. This position blends meaningful phone-based client interaction with detailed application processing, ensuring every submission is complete, compliant, and ready for carrier review. If you’re detail-oriented, comfortable on the phone, and thrive in a fast-paced, process-driven environment, this role offers the opportunity to build valuable insurance experience while supporting producers, underwriters, and internal partners across the business. What you’ll do:

• Conduct client phone interviews to complete personal history interviews (PHIs) and gather additional health information as requested by underwriting
• Document applicant responses accurately and update multiple systems and work queues
• Manage inbound and outbound calls while meeting quality, productivity, and service-level expectations
• Enter and review electronic life insurance applications to ensure all required information and forms are complete and in good order
• Send, receive, and track DocuSign documents throughout the application lifecycle
• Order attending physician statements (APS) and required medical exams
• Coordinate with the licensing team to confirm producers meet carrier licensing and training requirements
• Submit complete, in-good-order applications and supporting documentation to insurance carriers
• Assist with training and onboarding new team members within the Life Operations department
• Support special projects and additional tasks as needed

Do you have experience in Quality data entry?, Do you have a Bachelor’s degree?, * One year of related life insurance experience and/or a relevant medical background

• Strong verbal communication and active listening skills, especially in phone-based client interactions
• High attention to detail and accuracy in data entry and documentation
• Ability to manage multiple priorities in a fast-paced, production-focused environment
• Comfort navigating multiple computer systems and technology platforms
• Dependable, organized, and able to work independently while contributing to a collaborative team

Bonus Points:

• Experience in a phone-based customer service, call center, or client interview role
• Ability to learn and apply underwriting guidelines, licensing requirements, and carrier-specific processes
• Bachelor’s degree

Pulled from the full job description

• Health insurance
• 401(k) matching
• Paid time off
• Vision insurance
• Dental insurance
• Life insurance
• On-site gym, * Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.