Life Insurance Underwriting Support Specialist

AmeriLife; Maryland; On-site; USD 42,000 - 65,000; Full time

Job summary

AmeriLife seeks an Underwriting Assistant to support medical and loan underwriting teams in life insurance policy placement and servicing. You will gather requirements, review for completeness, and liaise with carriers and lenders to move cases forward.

Responsibilities include assisting with carrier applications, case monitoring, and producing underwriting correspondence, while maintaining organized files and leveraging Salesforce and SharePoint.

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.
• Proficiency in Microsoft Office.
• Experience with Salesforce and SharePoint is preferred.
• Strong communication with internal and external customers.

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.
• Download application kits and populate information for Case Manager review.
• Draft informal and formal cover letters for Case Manager review.
• Assist clients with routine policy service requests throughout the year.
• Annually review each client’s policy and loan and communicate requirements to the client.
• Assist clients with completing annual requirements to support timely policy funding.
• Assist with preparing annual client summaries that describe policy performance.
• Maintain organized underwriting files and SharePoint folders and enter case information and status updates in Salesforce and Salesforce Chatter.
• Provide administrative and project support to the Case Manager and underwriting team, including data entry, document preparation, file organization, and workflow follow-up.

Skills

Underwriting support

Data entry

MS Office

Customer service

Tools

Salesforce

SharePoint

Job description

AmeriLife seeks an Underwriting Assistant to support medical and loan underwriting teams in life insurance policy placement and servicing. You will gather requirements, review for completeness, and liaise with carriers and lenders to move cases forward.

Responsibilities include assisting with carrier applications, case monitoring, and producing underwriting correspondence, while maintaining organized files and leveraging Salesforce and SharePoint.