Life Underwriting & Policy Service Specialist

AmeriLife; Elm (PA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

PTO

Benefits package

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 ones. You will gather requirements, review for completeness, and coordinate with carriers and lenders while tracking exams and APS requests.

Strong data entry and MS Office skills are essential. The role involves assisting with carrier applications, case monitoring, and producing underwriting correspondence, with emphasis on accuracy, timeliness,

Qualifications

• 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 related to applications, policies, and endorsements.

Responsibilities

• 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 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

Microsoft Office

Salesforce

SharePoint

Job description

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

Strong data entry and MS Office skills are essential. The role involves assisting with carrier applications, case monitoring, and producing underwriting correspondence, with emphasis on accuracy, timeliness,