Job Description

Insurance Application Analyst

Build the future with us

Are you driven by supporting financial security and protecting families and eager to contribute to a company that helps clients feel confident about their future? As an Insurance Application Analyst, you will play a key role in ensuring the accuracy, compliance, and quality of new business applications—directly impacting our mission of delivering trustworthy and efficient service.

This position is a great opportunity to showcase your analytical skills and attention to detail while realizing your full potential 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 Analyst, you’ll be at the core of our mission. Your main responsibilities will include:

• Serving as a quality checkpoint, reviewing all new business applications for accuracy and completeness

• Reviewing final expense and simplified issue applications to render decisions on insurability, including approvals, declinations, and plan changes within stated guidelines

• Exercising an authorized approval limit of $300,000

• Conducting research such as MVR checks, criminal record searches, and vendor database reviews to validate applicant information

• Identifying concerns with agent business practices and escalating when appropriate

• Determining required underwriting documentation and preparing correspondence to agents

• Entering accurate, detailed case notes to ensure transparency of actions taken and next steps

• Conducting business ethically, in compliance with laws, regulations, and company standards

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their exceptional attention to detail

• Stands out for their analytical thinking and sound judgment

• Demonstrates strong written and verbal communication skills

• Is recognized for their ability to work independently and collaboratively

• Has 1+ years of experience in life insurance, underwriting, or a related field, or a strong consumer‑level understanding of life insurance concepts

• Meets the Charter of the French Language requirement (if applicable): Beginner, intermediate, or advanced English proficiency, as the role involves communicating with internal teams and agents regularly

Additional capabilities that support success:

• Solid understanding of company products, plans, and applications

• Working knowledge of MIB codes and common medications

• Typing speed of 35 WPM with 90% accuracy

• Proficiency in MS Word, Outlook, Excel, and the ability to learn internal systems quickly

• Strong problem‑solving skills and the ability to perform under pressure

• Willingness to work overtime as business needs require

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 your potential can be freely expressed and developed

• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces

• Competitive benefits including:

  • Flexible Health, Dental, and Vision insurance

  • 401(k) with company match

  • PTO plan

  • Employee & family assistance program

  • Ergonomic furniture program

  • Performance bonus

  • And much more

Apply now and get ahead of your career—where your talent truly 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

Posting End Date

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.