Life Insurance Underwriting Support Specialist

AmeriLife

Columbus (OH)

On-site

USD 42,000 - 62,000

Full time

9 days ago

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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 in Columbus to support medical and loan underwriting teams. You will gather requirements, review for completeness, and submit to carriers and lenders.

The role involves tracking exams, updating Salesforce Chatter, and communicating with internal and external customers. Qualified candidates will have at least three years of life insurance underwriting support experience, strong data entry skills, and familiarity with Salesforce and SharePoint.

Qualifications

  • Minimum of three years of life insurance underwriting support experience.
  • Proficiency with data entry and policy administration applications.
  • Experience with Salesforce and SharePoint preferred.

Responsibilities

  • Support the case manager in completing carrier applications and follow up efforts.
  • Monitor each case during underwriting and escalate issues to the Case Manager when needed.
  • Work with carriers to issue policies.
  • Draft informal and formal cover letters for Case Manager review.
  • Maintain organized underwriting files and enter case information in Salesforce.
  • Provide administrative and project support to the Case Manager and underwriting team.

Skills

Underwriting support
Data entry
Customer service

Tools

Salesforce
SharePoint
Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant in Columbus to support medical and loan underwriting teams. You will gather requirements, review for completeness, and submit to carriers and lenders.

The role involves tracking exams, updating Salesforce Chatter, and communicating with internal and external customers. Qualified candidates will have at least three years of life insurance underwriting support experience, strong data entry skills, and familiarity with Salesforce and SharePoint.

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