Insurance Specialist
Compensation: $55,000 – $65,000
Location : Slater, Iowa
The Insurance Specialist is a key member of the operations team responsible for supporting and managing all aspects of the insurance process. This role focuses on efficiency, accuracy, and attention to detail—ensuring that client insurance requests are processed smoothly and delivered in a timely manner. The position is operations-focused , not client-facing, and requires a strong ability to manage multiple tasks in a fast-paced environment.
Coordinate and track all stages of the insurance process from application to policy delivery
Schedule and manage medical exams for applicants
Prepare and submit insurance applications, ensuring all required documentation is complete and accurate
Serve as the primary liaison with underwriters and monitor the underwriting process to ensure timely completion
Manage internal and external communication related to insurance servicing
Collect and organize outstanding reports or documents related to active policies
Oversee policy delivery and verify that all requirements are satisfied prior to issuance
Generate and review insurance illustrations for accuracy and client suitability
Maintain precise and up-to-date records within internal systems and databases
Minimum of 2 years of experience in an insurance operations or administrative role
Iowa Life and Health License required within the first 3 months of employment
Strong attention to detail and ability to prioritize tasks effectively
Excellent organizational, written, and verbal communication skills
Ability to handle multiple projects simultaneously and meet tight deadlines
Proficiency in Microsoft Office Suite and CRM systems
Highly motivated, professional, and team-oriented with a commitment to serving clients and supporting internal teams