Application Specialist, Highland Capital Brokerage

Sales Operations Opportunity in Insurance Industry

Application Specialist, Highland Capital Brokerage

Location(s): All Locations/Remote

Role Type: Full time

Salary: $55,000 - $65,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Application Specialist plays a critical role in supporting the life insurance sales process by ensuring all application paperwork is accurate, complete, and tailored to the specific product being sold. This incumbent is responsible for retrieving the correct application forms, contacting clients to gather required information over the phone, and facilitating the signing process through DocuSign. The Application Specialist ensures a smooth, compliant, and customer-friendly experience from sale to submission.

Responsibilities:

• Retrieve and prepare accurate, product-specific life insurance application forms based on the sale details.
• Contact clients via phone to collect required personal, medical, and financial information for the application.
• Review applications with clients to ensure accuracy and completeness prior to submission.
• Facilitate the electronic signature process by sending documents through DocuSign and providing guidance as needed.
• Ensure all submitted applications meet compliance standards and carrier-specific requirements.
• Communicate and coordinate with sales agents, underwriters, and internal teams to resolve application-related issues.
• Track application progress and follow up with clients to address missing information or signatures.
• Maintain accurate records of communication and documentation in CRM or case management systems.
• Provide exceptional customer service by answering client questions and setting expectations for next steps.
• Stay up to date on carrier requirements, product changes, and internal procedures.

Education Requirements:

• Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.

Basic Requirements:

• 1-3 years of experience in a life insurance, financial services, or administrative support role preferred.
• Prior experience working with life insurance applications and understanding of insurance products and terminology required.
• Familiarity with carrier-specific requirements and regulatory/compliance standards.
• Experience using DocuSign or other electronic signature platforms.

• Familiarity with CRM systems, case management tools, or insurance agency management software required. (e.g., Salesforce, Agency Integrator, or similar).

• Proven ability to communicate professionally with clients over the phone and in writing.
• Track record of working in deadline-driven or compliance-focused environments.
• Experience coordinating between multiple stakeholders such as sales teams, clients, and underwriters is highly desirable.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and general computer literacy.

Other Requirements:

• Attention to detail to ensure application accuracy and completeness.
• Organizational and time management skills to handle multiple applications and deadlines efficiently.
• Problem-solving skills to troubleshoot client issues or documentation gaps.

• Ability to work independently while maintaining strong collaboration with sales and operations teams.
• Ability to handle sensitive client information with discretion and confidentiality.
• Ability to adapt to changes in carrier processes, technology tools, and workflow updates.
• Ability to remain unfazed under pressure and maintain professionalism in client-facing situations.