Build the future with us

Are you driven by meaningful work and eager to contribute to a company that helps clients feel confident and secure about their future? As an Application Specialist, you will play a key role in reviewing insurance applications, entering accurate data, and ensuring timely processing that supports our New Business operations.

This position is a great opportunity to showcase your attention to detail, analytical skills, and commitment to quality within a caring and trustworthy company. At iA, 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 Application Specialist, you’ll be at the core of our mission. Your main responsibilities will include:

• Reviewing insurance applications and extracting required information

• Entering data accurately to create master pending records

• Making data‑entry updates, creating system notifications, and finalizing applications when appropriate

• Processing applications in date order to ensure first‑in, first‑out workflow

• Maintaining an error/submit ratio of 2% or less

• Submitting at least 23 applications per hour

• Maintaining a daily zero backlog

• Meeting acceptable voice/mobile/call center application submit metrics

• Reporting contracting/licensing system errors to the Licensing/Contracting Department

• Adding system notifications for incorrectly received field scans or faxes

• Assigning documents received in department systems

• Working daily reports distributed by the Production Manager

• Notifying Lead Application Specialists or Junior Analysts when multiple applications need to be split and assigned

• Providing documents to the Lead Policy Print Specialist to establish new list bill groups

• Reviewing system reports for previous‑day submissions

• Building a knowledge base to reduce repetitive assistance

• Following up on cases listed on the Policy Issue & Marketing Pending Applications report

• Conducting business in accordance with all laws, regulations, and the iA Financial Group Code of Conduct

What could accelerate your success in this role

We’re looking for someone who:

• Is known for strong attention to detail and accuracy

• Stands out for excellent written and verbal communication skills

• Demonstrates solid research, analytical, and problem‑solving abilities

• Is recognized for strong organizational skills and the ability to prioritize effectively

• Has experience performing under pressure and managing multiple tasks

• Has a high school diploma or GED

• Has strong computer skills, including MS Office, and learns new systems quickly

• Works well independently and as part of a team

• Adapts well to procedural and organizational changes

• Takes initiative and responsibility for assigned work

• Maintains a positive, learning‑oriented attitude

• Is able to work overtime when business needs require

• Has an intermediate level of English proficiency, as the role involves daily communication with internal partners and stakeholders

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 workplace 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, including:

  • Flexible Health, Dental, and Vision insurance

  • 401(k) with company match

  • PTO plan

  • Employee and family assistance program

  • Ergonomic furniture program

  • Performance bonus

  • And much more

Apply now and get ahead of your career—your talent belongs here.

Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply—we want to get to know you!