Life Insurance Underwriting & Client Services Specialist

AmeriLife; Montana City (MT); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Benefits package

PTO

Retirement plan

Job summary

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams, gather requirements, and submit to carriers. You will track exams/APS, update Salesforce Chatter, and assist with policy issuance and servicing across the life insurance lifecycle.

The role requires at least three years in life insurance underwriting support, proficiency with Microsoft Office, and familiarity with Salesforce/SharePoint. A collaborative, detail-focused professional is essential.

Qualifications

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
• Proficiency in Microsoft Office; Salesforce and SharePoint preferred.
• Experience with data entry and policy administration applications.
• Ability to maintain underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements.
• Strong accuracy, productivity, and timeliness standards.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting and escalate issues to the Case Manager when 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.
• Assist clients with routine policy service requests throughout the year.
• Annually review each client’s policy and loan and communicate requirements.
• Assist clients with completing annual requirements to support timely policy funding.
• Prepare annual client summaries describing 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

Customer service

Attention to detail

Time management

Tools

Salesforce

SharePoint

Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams, gather requirements, and submit to carriers. You will track exams/APS, update Salesforce Chatter, and assist with policy issuance and servicing across the life insurance lifecycle.

The role requires at least three years in life insurance underwriting support, proficiency with Microsoft Office, and familiarity with Salesforce/SharePoint. A collaborative, detail-focused professional is essential.