Life Insurance Underwriting Support Specialist

AmeriLife; Town of King (WI); On-site; USD 42,000 - 56,000; 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 to support medical and loan underwriting teams in placing life insurance policies and ongoing servicing. You will gather requirements, review for completeness, and coordinate with carriers and lenders.

The role involves data entry, file maintenance, and Salesforce/SharePoint updates. The ideal candidate will have at least three years of life insurance underwriting support experience, strong data-entry skills, and proficiency with Microsoft Office.

Qualifications

• Minimum of three years of life insurance underwriting support experience.
• Proficiency with data entry and policy administration applications.
• 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, help 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

Life insurance underwriting support

Data entry

Customer service

Tools

Salesforce

SharePoint

Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and ongoing servicing. You will gather requirements, review for completeness, and coordinate with carriers and lenders.

The role involves data entry, file maintenance, and Salesforce/SharePoint updates. The ideal candidate will have at least three years of life insurance underwriting support experience, strong data-entry skills, and proficiency with Microsoft Office.