Life Insurance Underwriting Support Specialist

AmeriLife; West Virginia; Presencial; USD 38 000 - 52 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Paid time off

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

Resumo da oferta

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing existing policies. You will gather requirements, review for completeness, and submit to carriers and lenders, tracking exams and APS requests, while keeping files organized in Salesforce and SharePoint.

The role emphasizes accuracy, timely communication with clients and internal teams, and collaboration with case managers to meet timelines and policy

Qualificações

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
• Proficiency with data entry and policy administration applications.
• Ability to maintain complete underwriting files and prepare underwriting correspondence.
• Proficiency with Microsoft Office.
• Experience with Salesforce and SharePoint is preferred.

Responsabilidades

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting and escalate issues to the Case Manager when needed.
• Work with carriers to issue policies.
• Download application kits and populate information for Case Manager review.
• Draft informal and formal cover letters for Case Manager review.
• Assist clients with routine policy service requests and annual policy reviews.
• Maintain organized underwriting files and update Salesforce Chatter.

Conhecimentos

Life insurance underwriting support

Data entry accuracy

Customer service

Communication skills

Organization

Ferramentas

Microsoft Office

Salesforce

SharePoint

Descrição da oferta de emprego

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing existing policies. You will gather requirements, review for completeness, and submit to carriers and lenders, tracking exams and APS requests, while keeping files organized in Salesforce and SharePoint.

The role emphasizes accuracy, timely communication with clients and internal teams, and collaboration with case managers to meet timelines and policy