Life Insurance Underwriting Support Specialist

AmeriLife; Ohio; On-site; USD 50,000 - 75,000; 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 Ohio to support medical and loan underwriting teams, gather requirements, review submissions for completeness, and liaise with carriers and lenders. You will track exams, update Salesforce Chatter, and help move cases to completion.

Responsibilities include assisting with carrier applications, case monitoring, drafting correspondence, and processing routine policy service requests. Strong MS Office, Salesforce, and SharePoint experience preferred.

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.
• Ability to maintain complete underwriting files and prepare underwriting correspondence.
• Ability to process work accurately while meeting productivity, quality, and timeliness standards.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting and escalate issues 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.
• 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

Life insurance

Data entry

Salesforce

SharePoint

Microsoft Office

Education

Bachelor's degree preferred

Tools

Salesforce

SharePoint

Job description

AmeriLife is seeking an Underwriting Assistant in Ohio to support medical and loan underwriting teams, gather requirements, review submissions for completeness, and liaise with carriers and lenders. You will track exams, update Salesforce Chatter, and help move cases to completion.

Responsibilities include assisting with carrier applications, case monitoring, drafting correspondence, and processing routine policy service requests. Strong MS Office, Salesforce, and SharePoint experience preferred.