Life Insurance Underwriting Assistant & Client Services

AmeriLife

Tennessee

On-site

USD 42,000 - 62,000

Full time

5 days ago

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Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision coverage

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife seeks an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing ongoing policies. The role includes gathering requirements, reviewing for completeness, and coordinating with carriers and lenders.

Proficiency in data entry, Microsoft Office, Salesforce, and SharePoint is valued. Responsibilities include assisting with carrier applications, monitoring underwriting timelines, drafting letters, and maintaining underwriting

Qualifications

Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
Proficiency in Microsoft Office.
Experience with Salesforce and SharePoint is preferred.

Responsibilities

Assist the case manager in completing carrier applications and follow up efforts.
Monitor each case during underwriting and help with timelines and escalations to the Case Manager as needed.
Work with carriers to issue policies.
Download application kits and populate information for Case Manager review.
Draft informal and formal cover letters for Case Manager review.
Maintain underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements.
Provide administrative and project support to the Case Manager and underwriting team.