Life Underwriting & Client Service Specialist

AmeriLife; Kailua (HI); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

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 servicing existing policies. You will gather requirements, review for completeness, and submit to carriers and lenders, while tracking exams, APS requests, and communications with clients.

The role involves assisting case managers, following up on carrier applications, and ensuring accurate data entry in Salesforce and SharePoint.

Qualifications

• Life insurance underwriting support experience 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.
• 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.

Skills

Life insurance underwriting support

Data entry

Microsoft Office

Salesforce

SharePoint

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 servicing existing policies. You will gather requirements, review for completeness, and submit to carriers and lenders, while tracking exams, APS requests, and communications with clients.

The role involves assisting case managers, following up on carrier applications, and ensuring accurate data entry in Salesforce and SharePoint.