Application Fulfillment Specialist
Ash Brokerage
Fort Wayne, IN
About Ash Brokerage
For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 400 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand, and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings. The Ash Plus team offers a client-centric service that was designed to enhance the placement of insurance by partnering with the nontraditional advisor and adding concierge support at the retail client level.
Job Summary:
Application Fulfillment Specialists assist agents with the procurement of their client’s life insurance, long term care, and disability policies.
Primary Responsibilities:
Complete applications directly with the client, coordinate signatures, order exams, and other related requirements based on age, face amount, and individual carrier guidelines.
Explain next steps and underwriting process to clients.
Maintain excellent oral and written communication with the agent and client throughout the procurement process.
Update all parties on status, requirements, etc.
Record receipt of application, all relevant medical information and pertinent details in our AMS (Agent Management System).
Utilize and drive e-solutions; be able to educate and walk clients through the e-signing process.
Develop cross departmental relationships to advocate the smoothest client experience.
Evaluate the need of each call to determine the best course of action for the agent and client.
Identify potential underwriting roadblocks and evaluate the next steps with your internal underwriter.
Partner with contracting to discuss contracting requirements and appointments.
Coordinate scheduling applications with agents, clients, or internal sales team.
Primary Skills & Requirements:
Strong computer skills, specifically in Microsoft Office and CRM applications
Adaptable and flexible • Exceptional communication (phone, in-person, and email)
Strong attention to detail
Exceptional follow-through
Track record of success in fast-paced customer service environment
Associate degree
Equivalent combination of education and experience
Prior experience in the insurance or financial services industry is preferred.
Life insurance license or willingness to obtain in the first six months
Benefits Available
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.