Life Insurance Underwriting Assistant & Client Services

AmeriLife; East Windsor Hill (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking an Underwriting Assistant to support life insurance underwriting and policy servicing. The role involves coordinating with carriers and clients to gather requirements and move cases toward offers, while updating Salesforce Chatter and case files.

You will perform data entry, draft letters, manage policy renewals, and assist with administrative tasks to ensure timely processing and service quality.

Qualifications

• Life insurance underwriting support experience in an agency or carrier environment.
• Proficiency with data entry and policy administration applications.
• Ability to maintain complete underwriting files and prepare underwriting correspondence.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting, help Regional Vice Presidents establish timeline expectations, and escalate issues to the Case Manager when needed.
• Work with carriers to issue policies.
• Download application kits and populate available information for Case Manager review.
• Draft informal and formal cover letters for Case Manager review.
• Assist clients with routine policy service requests throughout the year.
• Annually review each client’s policy and loan and communicate requirements to the client.
• Assist clients with completing annual requirements to support timely policy funding.
• Assist with preparing annual client summaries that describe policy performance.
• Maintain organized underwriting files and SharePoint folders and enter case information and status updates in Salesforce and Salesforce Chatter.
• Provide administrative and project support to the Case Manager and underwriting team, including data entry, document preparation, file organization, and workflow follow-up.

Skills

Life insurance underwriting support

Data entry

Policy administration

Customer service

Tools

Salesforce

SharePoint

Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant to support life insurance underwriting and policy servicing. The role involves coordinating with carriers and clients to gather requirements and move cases toward offers, while updating Salesforce Chatter and case files.

You will perform data entry, draft letters, manage policy renewals, and assist with administrative tasks to ensure timely processing and service quality.