Life Insurance Underwriting & Policy Support Specialist

AmeriLife; Beryl (WV); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife seeks an Underwriting Assistant to support medical and loan underwriting teams, gather requirements, and process underwriting steps for life insurance policies. You will interact with internal and external customers, help track exams, and assist with carrier communications and policy administration.

The role involves data entry, preparing underwriting correspondence, and maintaining organized files.

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.
• Ability to maintain underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements.
• Experience with Salesforce and SharePoint preferred.

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.
• Life insurance experience supporting case managers or medical underwriters in the policy life cycle.
• Ability to process work accurately while meeting productivity, quality, and timeliness standards.
• Proficiency with data entry and policy administration applications.
• Ability to maintain complete underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements.
• Commitment to continuous improvement and customer service.
• Proficiency in Microsoft Office.
• Experience with Salesforce and SharePoint is preferred.
• 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

Microsoft Office

Customer service

Tools

Salesforce

SharePoint

Job description

AmeriLife seeks an Underwriting Assistant to support medical and loan underwriting teams, gather requirements, and process underwriting steps for life insurance policies. You will interact with internal and external customers, help track exams, and assist with carrier communications and policy administration.

The role involves data entry, preparing underwriting correspondence, and maintaining organized files.