Life Insurance Underwriting & Client Services Specialist

AmeriLife; Oklahoma City (OK); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

Job summary

AmeriLife in Oklahoma City is seeking an Underwriting Assistant to support life insurance underwriting teams and policy servicing. You will gather requirements, prepare applications, and track exams and APS requests while coordinating with carriers and lenders.

You will maintain underwriting files, draft letters, and provide administrative support to the Case Manager and team, ensuring accuracy, timeliness and strong customer service.

Qualifications

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

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case through underwriting and escalate issues 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.
• Maintain underwriting files and prepare underwriting correspondence.
• Provide administrative and project support to the Case Manager and underwriting team.

Job description

AmeriLife in Oklahoma City is seeking an Underwriting Assistant to support life insurance underwriting teams and policy servicing. You will gather requirements, prepare applications, and track exams and APS requests while coordinating with carriers and lenders.

You will maintain underwriting files, draft letters, and provide administrative support to the Case Manager and team, ensuring accuracy, timeliness and strong customer service.