Job Summary
A growing financial services firm in Greenville, SC is seeking an Insurance Specialist to provide client-focused support for insurance products, policy servicing, underwriting coordination, and advisor support. This direct hire opportunity is ideal for a highly organized professional who enjoys building relationships, managing detailed processes, and helping clients receive timely, accurate service.
The Insurance Specialist will serve as a key point of coordination between clients, advisors, internal teams, and home office partners. This role offers the opportunity to work in a professional, team-oriented environment with supportive leadership, strong collaboration, and meaningful client interaction. The position is well suited for someone who takes pride in follow-through, accuracy, confidentiality, and creating a positive client experience from start to finish.
Key Responsibilities
- Provide exceptional client service and administrative support for insurance-related products, policies, applications, and service requests.
- Serve as a liaison between clients, advisors, home office teams, and internal staff to keep requests moving efficiently.
- Monitor application, underwriting, and policy servicing activity, including follow-up on outstanding requirements and documentation.
- Prepare, review, and maintain accurate client files, correspondence, policy documents, applications, illustrations, and supporting materials.
- Communicate with clients regarding account updates, signatures, policy changes, payment issues, address changes, loan requests, and related matters.
- Support advisors throughout the insurance sales and service process by coordinating documentation, reporting, status updates, and workflow follow-up.
Compensation and Benefits
- Salary range: $45,000 to $47,000 per year.
- Job type: Direct hire.
- Location: Greenville, SC.
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, 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.
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.
Required Qualifications and Skills
- Coordinate insurance application, underwriting, policy servicing, and client documentation workflows.
- Support advisors and clients throughout insurance-related sales, service, and follow-up processes.
- Maintain accurate records, track outstanding requirements, and ensure timely completion of client requests.
- Communicate professionally with clients, internal teams, advisors, and external partners.
- 3 to 5 years of relevant experience preferred in client service, administrative support, insurance support, financial services support, or a related role.
- Strong verbal and written communication skills with a professional, client-focused approach.
- Excellent organizational and time management skills with the ability to manage multiple priorities.
- High attention to detail and a strong commitment to accuracy.
- Ability to proactively identify needs, take initiative, and follow tasks through to completion.
- Strong Microsoft Office and general computer skills with the ability to learn industry-specific systems and software.
- Ability to work independently and collaboratively in a fast-paced team environment.
- Ability to maintain confidentiality and handle sensitive client information professionally.
Preferred Qualifications
- Experience in financial services, insurance, banking, wealth management, or a related industry.
- Life and Health License or willingness to obtain licensing upon employment.
- Experience supporting underwriting, policy servicing, annuity processing, or insurance application workflows.
- Experience managing client documentation, workflow tracking, reporting, and follow-up processes.