Life Insurance Underwriting Support Specialist

AmeriLife; Portland (ME); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision

Retirement savings

Job summary

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing those policies. You will gather requirements, verify completeness, and submit to carriers and lenders while tracking exams and APS requests.

You will assist with policy service requests, annual policy reviews, and client communications, and maintain underwriting files with Salesforce and SharePoint.

Qualifications

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting, help Regional Vice Presidents establish timeline expectations, and escalate issues to the Case Manager when needed.
• Work with carriers to issue policies.
• Download application kits and populate available 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

Microsoft Office

Salesforce

SharePoint

Data entry

Underwriting support

Customer service

Education

Life insurance knowledge

Tools

CRM software

Job description

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing those policies. You will gather requirements, verify completeness, and submit to carriers and lenders while tracking exams and APS requests.

You will assist with policy service requests, annual policy reviews, and client communications, and maintain underwriting files with Salesforce and SharePoint.