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# Life Application Specialist

- **Company:** Advisors Excel
- **Location:** Topeka, KS, United States
- **Contract:** Permanent contract
- **Skills:** Application Lifecycle Management, Information Technology, DocuSign
- **Published:** June 6, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=87e7c72fa37de3fd

## About the Role

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

## Description

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


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