Life Insurance Underwriting Support Specialist

AmeriLife; Arkansas City (KS); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking an Underwriting Assistant to support its medical and loan underwriting teams in placing life insurance policies and servicing them over time. You will gather requirements, review for completeness, and submit to carriers and lenders, while tracking exams and APS requests.

You will also update Salesforce Chatter and assist with letters, documents and file upkeep. There is emphasis on accurate data entry, policy administration, and customer service as you collaborate with

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

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting, help establish timeline expectations with leadership, and escalate issues as needed.
• Work with carriers to issue policies and download application kits for Case Manager review.
• Draft informal and formal cover letters for Case Manager review.
• Assist clients with routine policy service requests and annual requirements.
• Maintain organized underwriting files and enter case information in Salesforce and Salesforce Chatter.
• Provide administrative and project support to the Case Manager and underwriting team.

Skills

Life insurance underwriting

Salesforce

SharePoint

Microsoft Office

Data entry

Customer service

Policy administration

Tools

Salesforce

SharePoint

Job description

AmeriLife is seeking an Underwriting Assistant to support its medical and loan underwriting teams in placing life insurance policies and servicing them over time. You will gather requirements, review for completeness, and submit to carriers and lenders, while tracking exams and APS requests.

You will also update Salesforce Chatter and assist with letters, documents and file upkeep. There is emphasis on accurate data entry, policy administration, and customer service as you collaborate with