Life Insurance Placement Specialist

Integrity Marketing Group; Dallas (TX); Hybrid; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Pay: $21.00hr

Job summary

Integrity Marketing Group seeks a Life Insurance Application Placement Coordinator in Dallas, TX to oversee cases after submission and guide underwriting to final placement. You will work with carriers and agents, monitor progress, coordinate documentation, and drive placement metrics using Power BI tools.

This on-site role supports a growing network of independent agents and carriers within a dynamic, compliance-focused environment.

Qualifications

• Minimum 2 years of life insurance case management, new business, or underwriting support.
• Experience using Power BI or other data reporting tools to analyze performance metrics.
• Excellent organizational skills with the ability to manage a high volume of cases.

Responsibilities

• Serve as supporting point of contact for all cases once submitted to carriers.
• Monitor underwriting progress and follow up on outstanding requirements.
• Communicate status updates to agents and internal teams in a timely manner.
• Request and track additional documentation such as medical exams, APS, or client signatures.
• Review carrier communications and ensure proper action to keep cases moving forward.
• Coordinate with carriers to resolve underwriting or processing issues.
• Confirm policy approval and facilitate timely policy issue.
• Manage delivery requirements, ensuring signed delivery forms and premiums are collected.
• Track cases to ensure policies are placed in force and confirm final placement with carriers.
• Maintain accurate case notes and records in company systems.
• Leverage Power BI reporting and other data tools to track performance for agents and leadership.
• Provide reporting on placement metrics and assist strategies to improve placement rates.
• Ensure compliance with all regulatory and company guidelines during placement.

Skills

Life Insurance

Power BI

CRM Software

MS Office

Attention to detail

Job description

Integrity Marketing Group seeks a Life Insurance Application Placement Coordinator in Dallas, TX to oversee cases after submission and guide underwriting to final placement. You will work with carriers and agents, monitor progress, coordinate documentation, and drive placement metrics using Power BI tools.

This on-site role supports a growing network of independent agents and carriers within a dynamic, compliance-focused environment.