Life Underwriting Support & Client Services

AmeriLife; Florida; On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

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 ongoing policies.

The role involves gathering requirements, reviewing for completeness, submitting to carriers and lenders, tracking exams and APS requests, and maintaining files in Salesforce and related systems. Experience in life insurance underwriting support is required.

Qualifications

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
• Proficiency in Microsoft Office.
• Experience with Salesforce and SharePoint is preferred.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting, help establish timelines with RVPs, 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 with policy service requests and annual reviews as described in the job listing.
• Maintain organized underwriting files and enter case information in Salesforce and Chatter.
• Provide administrative support to the Case Manager and underwriting team, including data entry and document preparation.

Skills

Life insurance underwriting support

Microsoft Office

Salesforce

SharePoint

Data entry

Policy administration

Tools

Salesforce

SharePoint

Job description

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing ongoing policies.

The role involves gathering requirements, reviewing for completeness, submitting to carriers and lenders, tracking exams and APS requests, and maintaining files in Salesforce and related systems. Experience in life insurance underwriting support is required.