Life Insurance Underwriting Support Specialist

AmeriLife; Pennsylvania; On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Job summary

AmeriLife in the United States seeks an Underwriting Assistant to support medical and loan underwriting teams, gather requirements, and move policies through the underwriting lifecycle.

You will work with internal and external customers, update Salesforce Chatter, and help with carrier applications, policy servicing, and annual renewals.

The role emphasizes accuracy, timely work, and customer service, with opportunities to develop expertise in life insurance underwriting.

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 with 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 and escalate issues to the Case Manager as needed.
• Work with carriers to issue policies.
• Draft informal and formal cover letters for Case Manager review.
• Assist clients with routine policy service requests and annual requirements.

Skills

Life insurance underwriting

Policy administration

Data entry

Microsoft Office

Underwriting support

Tools

Salesforce

SharePoint

Job description

AmeriLife in the United States seeks an Underwriting Assistant to support medical and loan underwriting teams, gather requirements, and move policies through the underwriting lifecycle.

You will work with internal and external customers, update Salesforce Chatter, and help with carrier applications, policy servicing, and annual renewals.

The role emphasizes accuracy, timely work, and customer service, with opportunities to develop expertise in life insurance underwriting.