Insurance Specialist

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

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For temporary assignments lasting 13 weeks or longer, AppleOne 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.

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.

Additional Skills

Required Qualifications and Skills

- Support insurance client service, case management, application processing, and policy documentation.
- Monitor underwriting requirements, follow-up activity, and daily insurance status reporting.
- Communicate with clients regarding service requests, forms, payments, changes, and policy-related questions.
- Prepare insurance illustrations, applications, conversions, policy changes, and delivery materials.

- Active Health and Life license required.
- Associate Financial Representative contract required within 90 days of employment.
- 3 to 5 years of relevant experience preferred, including administrative support, customer service, insurance, or financial services experience.
- Strong Microsoft Office skills, data entry ability, and comfort using information retrieval systems.
- Excellent verbal and written communication skills with a professional client service approach.
- Strong organizational skills, time management ability, and capacity to manage multiple priorities and deadlines.
- High attention to detail with the ability to work accurately with confidential client information.
- Proactive work style with the ability to identify next steps and take appropriate action.
- Ability to adapt to change, work in a fast-paced environment, and contribute both independently and as part of a team.

Preferred Qualifications

- Experience supporting insurance products, annuities, underwriting workflows, policy service, or financial advisor teams.
- Familiarity with insurance applications, policy changes, term conversions, APB, FIB, and conservation of existing insurance business.
- Interest in continuous learning and expanding knowledge within insurance and financial services operations.