Life Insurance Underwriting Support & Client Service

AmeriLife; Washington (District of Columbia); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Benefits package including PTO

Medical insurance

Retirement savings

Job summary

AmeriLife is seeking an Underwriting Assistant to support the medical and loan underwriting teams in placing life insurance policies and servicing ongoing accounts. You will gather requirements, review for completeness, and submit to carriers and lenders, tracking exams and APS requests while updating Salesforce Chatter.

You will assist with applications, document preparation, and client communications, maintaining organized files and ensuring timely, accurate processing in a collaborative

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.

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.
• Experience with Salesforce and SharePoint is preferred.

Skills

Customer service

Data entry

Attention to detail

Tools

Salesforce

SharePoint

Salesforce Chatter

Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant to support the medical and loan underwriting teams in placing life insurance policies and servicing ongoing accounts. You will gather requirements, review for completeness, and submit to carriers and lenders, tracking exams and APS requests while updating Salesforce Chatter.

You will assist with applications, document preparation, and client communications, maintaining organized files and ensuring timely, accurate processing in a collaborative