Life Underwriting & Client Services Specialist
AmeriLife
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Résumé du poste
AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and ongoing servicing. The role involves gathering requirements, reviewing for completeness, and submitting to carriers for offers.
You will track exams and APS requests, update Salesforce Chatter, and coordinate with internal and external customers to keep cases moving. Ideal candidates have 3+ years in life insurance underwriting support, with strong data entry and
Qualifications
- Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
- Proficiency in data entry and policy administration applications.
- Experience with Salesforce and SharePoint preferred.
Responsabilités
- Support the case manager in completing carrier applications and follow up efforts.
- Monitor each case during underwriting and relay timelines to leadership.
- Work with carriers to issue policies and draft cover letters for review.
- Download application kits and populate information for Case Manager review.
- Maintain underwriting files and prepare underwriting correspondence.
Connaissances
Outils
Description du poste
AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and ongoing servicing. The role involves gathering requirements, reviewing for completeness, and submitting to carriers for offers.
You will track exams and APS requests, update Salesforce Chatter, and coordinate with internal and external customers to keep cases moving. Ideal candidates have 3+ years in life insurance underwriting support, with strong data entry and
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