Job Description

Insurance Application Associate

Build the future with us

Are you driven by underwriting and new business excellence and eager to contribute to a company that helps its clients feel confident and secure about their future? As an Insurance Application Associate, you will play a key role in ensuring that submitted applications are accurate, complete, and processed in alignment with company guidelines and regulatory requirements.

This position is a great opportunity to showcase your attention to detail, analytical skills, and commitment to quality within a caring and trustworthy company. Here, 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 Insurance Application Associate, you’ll be at the core of our mission. Here are the main responsibilities:

• Serve as a quality checkpoint by reviewing all new business applications to ensure accurate and complete data entry.

• Review final expense and simplified issue applications and render decisions on insurability — approvals, declinations, and plan changes — within stated guidelines.

• Exercise an authorized approval limit of $300,000.

• Conduct research to determine applicant coverage, including MVR searches, criminal record checks, and vendor website reviews.

• Monitor and identify concerns with agent business practices.

• Determine necessary underwriting requirements and prepare correspondence for agents.

• Enter accurate, complete, and detailed notes in the operating system so that any reviewer understands what actions were taken, why, and what is still required.

• Conduct company business in accordance with all applicable laws, regulations, and compliance obligations.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their strong attention to detail and accuracy.

• Stands out for their solid understanding of life insurance products, plans, and applications.

• Demonstrates strong knowledge of MIB codes and medications relevant to underwriting.

• Is recognized for their excellent written and verbal communication skills.

• Has experience in life insurance or related fields, or a strong consumer‑level understanding of life insurance concepts.

• Has an intermediate level of English proficiency, as the role involves communicating with agents, underwriters, and internal partners on a daily basis.

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 environment 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: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more.

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply — your place might be with us, and 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

2026-05-29

 

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.