Life Insurance Underwriting Support Specialist

AmeriLife; Minnesota; On-site; USD 48,000 - 64,000; 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 in Minnesota to support medical and loan underwriting teams, gather requirements, and assist with policy servicing. You will track exams and APS requests, update Salesforce Chatter, and coordinate with carriers and lenders to move cases to offers.

The role requires at least three years of life insurance underwriting support experience, proficiency in Microsoft Office, and comfort with data entry and file management.

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, escalate issues to the Case Manager as 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.
• Maintain underwriting files and enter case information in Salesforce and SharePoint.

Skills

Underwriting support experience

Data entry

Microsoft Office

Salesforce

SharePoint

Salesforce Chatter

Customer service

Tools

Salesforce

SharePoint

Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant in Minnesota to support medical and loan underwriting teams, gather requirements, and assist with policy servicing. You will track exams and APS requests, update Salesforce Chatter, and coordinate with carriers and lenders to move cases to offers.

The role requires at least three years of life insurance underwriting support experience, proficiency in Microsoft Office, and comfort with data entry and file management.