Life Insurance Underwriting Support Specialist

AmeriLife; Clayton (MO); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing ongoing policies. The role involves gathering requirements, tracking exams, updating Salesforce Chatter, and ensuring timely submissions to carriers and lenders.

Responsibilities include assisting with applications, communicating with clients, and maintaining underwriting files. A strong focus on data accuracy and customer service is essential.

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 and escalate issues to the Case Manager when needed.
• Work with carriers to issue policies and ensure timely underwriting.
• Download application kits and populate information for Case Manager review.
• Draft cover letters for Case Manager review.
• Assist clients with routine policy service requests throughout the year.
• Maintain organized underwriting files and enter case information in Salesforce/Chatter.
• Provide administrative support to the Case Manager and underwriting team.

Skills

Life insurance underwriting

Microsoft Office

Salesforce

SharePoint

Tools

Salesforce

SharePoint

Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing ongoing policies. The role involves gathering requirements, tracking exams, updating Salesforce Chatter, and ensuring timely submissions to carriers and lenders.

Responsibilities include assisting with applications, communicating with clients, and maintaining underwriting files. A strong focus on data accuracy and customer service is essential.