Insurance Specialist
Job Description
Job Summary
We are seeking an Insurance Specialist for a direct hire opportunity in Greenville, SC. This role supports insurance-related client service, case management, information processing, and compliance activities within a professional financial services environment.
The Insurance Specialist serves as a key liaison between clients, advisors, network office partners, and home office teams. This is a strong opportunity for a detail-oriented insurance professional who enjoys client communication, administrative accuracy, follow-up ownership, and supporting the full insurance service cycle.
This position offers the chance to join a collaborative, client-focused team with supportive leadership, positive teamwork, and opportunities to continue building expertise in insurance products, service processes, and financial services operations. Out-of-state candidates who are willing to relocate will be considered.
Key Responsibilities
- Maintain client case files, review case notes, process correspondence, and digitally file insurance statements, applications, and related documents.
- Communicate directly with clients regarding service needs, forms, payment issues, address or banking changes, loan requests, and other insurance service matters.
- Monitor daily status reports, follow up on outstanding items, expedite underwriting requirements, and prepare policies for delivery.
- Complete and review insurance applications, conversions, policy changes, and related documentation for accuracy and compliance.
- Coordinate medical, paramedical, and underwriting exam requirements as needed.
- Support advisors with non-securities insurance sales cycle activities, including illustrations, reporting, conservation efforts, and eligible benefit or conversion opportunities.
Compensation and Benefits
- Direct hire opportunity.
- Salary: $47,500 per year.
- Location: Greenville, SC.
- Out-of-state candidates willing to relocate will be considered.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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