Life Insurance Underwriting Support Specialist

AmeriLife; Kansas; Vor Ort; USD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

PTO

Medical, dental, vision

Retirement savings

Disability insurance

Life insurance

Zusammenfassung

AmeriLife in Kansas is seeking an Underwriting Assistant to support medical and loan underwriting teams, collecting requirements, reviewing for completeness, and submitting to carriers and lenders. You will track exams, update Salesforce Chatter, and draft letters for Case Manager review.

Responsibilities include maintaining underwriting files, providing administrative support to the Case Manager, and assisting with policy service requests and annual summaries.

Qualifikationen

• 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.
• Proficiency with data entry and policy administration applications.

Aufgaben

• Provide underwriting support to review applications, gather requirements and submit to carriers and lenders.
• Support the case manager in completing carrier applications and follow-up efforts.
• Monitor cases throughout underwriting, manage timelines and escalate issues as needed.
• Work with carriers to issue policies and download kits for review.
• Draft informal and formal underwriting letters for Case Manager review.
• Assist with routine policy service requests and annual policy summaries.
• Maintain organized underwriting files and enter status updates in Salesforce/Chatter.
• Provide administrative support to the Case Manager and underwriting team.

Kenntnisse

Life insurance underwriting support

Data entry

Microsoft Office

Salesforce

SharePoint

Tools

Salesforce

SharePoint

Microsoft Office

Jobbeschreibung

AmeriLife in Kansas is seeking an Underwriting Assistant to support medical and loan underwriting teams, collecting requirements, reviewing for completeness, and submitting to carriers and lenders. You will track exams, update Salesforce Chatter, and draft letters for Case Manager review.

Responsibilities include maintaining underwriting files, providing administrative support to the Case Manager, and assisting with policy service requests and annual summaries.