Life Insurance Underwriting Support Specialist

AmeriLife; United States; Remote; USD 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits package

Zusammenfassung

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams, gather requirements, and prepare materials for carrier submissions. This role communicates with internal and external customers to ensure complete information for underwriting and renewal processes.

You will coordinate with case managers, track exams and APS, draft letters, and assist with policy funding and renewals while maintaining organized files in Salesforce and SharePoint.

Qualifikationen

• 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.
• Ability to manage workflows and follow departmental processes, procedures, and service 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.
• Ability to communicate with underwriters and brokers to obtain required documentation.
• Commitment to continuous improvement and customer service.

Aufgaben

• Order exams and attending physician statements (APS) as needed.
• Track outstanding exams and APS requests, update Salesforce Chatter, and follow through to completion.
• Download examination and APS records as they become available and organize them in the underwriting file.
• Create AI-assisted summaries for the underwriting file in accordance with established review and confidentiality requirements.
• 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.
• Prepare delivery requirements for DocuSign.
• Download application kits and populate available information for Case Manager review.
• Draft informal and formal cover letters for Case Manager review.

Kenntnisse

Underwriting support

Data entry

Communication

Organization

Customer service

Tools

Salesforce

SharePoint

Microsoft Office

Jobbeschreibung

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams, gather requirements, and prepare materials for carrier submissions. This role communicates with internal and external customers to ensure complete information for underwriting and renewal processes.

You will coordinate with case managers, track exams and APS, draft letters, and assist with policy funding and renewals while maintaining organized files in Salesforce and SharePoint.