Life Insurance Underwriting Support Specialist

AmeriLife; Seattle (WA); On-site; USD 45,000 - 65,000; Full time

Job summary

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams and coordinate with internal and external customers. The role involves gathering requirements, reviewing for completeness, and submitting to carriers and lenders, while tracking exams and APS requests in Salesforce Chatter.

You will assist the case manager with carrier applications, monitor cases through underwriting, and help issue policies.

Qualifications

• Life insurance experience supporting case managers or medical underwriters in the policy life cycle.
• Ability to process work accurately while meeting productivity, quality, and timeliness standards.
• Proficiency with data entry and policy administration applications.
• Ability to maintain complete underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements.
• Commitment to continuous improvement and customer service.
• 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

• Track outstanding exams and APS requests, update Salesforce Chatter, and follow through to completion.
• 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 elevate 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.

Tools

Salesforce

SharePoint

Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams and coordinate with internal and external customers. The role involves gathering requirements, reviewing for completeness, and submitting to carriers and lenders, while tracking exams and APS requests in Salesforce Chatter.

You will assist the case manager with carrier applications, monitor cases through underwriting, and help issue policies.