Application Specialist

Join to apply for the Life Application Specialist role at Advisors Excel
.

Location:

Topeka, KS – Onsite

Department:
Life Operations

Reporting to:
Life Business Manager

As a Life Application Specialist, you’ll play a vital role helping clients complete life insurance applications accurately and efficiently through our App Assist program. The position blends meaningful phone-based client interaction with detailed application processing, ensuring every submission is complete, compliant, and ready for carrier review.

• 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 Docu Sign 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.

• Must obtain a Life and Health insurance license within 30 days of hire.

• One year of related life insurance experience and/or a relevant medical background.
• Strong verbal communication and active listening skills for 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.

• 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.

• Amazing benefits including medical, dental, vision, and 401(k) with matching options.
• Generous PTO package from your start date.
• Access to an on-site café, gym, and primary care.
• Continuous personal and professional development opportunities.
• Recognition for hard work and exemplary performance.
• Employee‑sponsored events and more.

Advisors Excel is a fast‑paced, innovative company that serves independent financial advisors in a multitude of areas. From operational functions to sales and marketing, our end goal is to help grow advisors’ businesses nationwide. We thrive on watching them succeed and equally value our employees, with high expectations and a collaborative team environment. We are looking for positive people who thrive on hard work and teamwork.

Join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.