Life Underwriting Support & Customer Service Specialist

AmeriLife; Montana; On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

Job summary

AmeriLife is seeking an Underwriting Assistant to support the medical and loan underwriting teams in placing life insurance policies and servicing those policies. The role involves gathering requirements, reviewing submissions for completeness, and coordinating with carriers and lenders.

You will manage case timelines and communications with clients and internal teams. The position emphasizes accurate data entry, file organization, and proactive service to ensure timely policy funding and

Qualifications

• Minimum of three years of life insurance underwriting support experience.
• Proficiency with data entry and policy administration applications.
• Ability to maintain complete underwriting files and prepare underwriting correspondence.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting, help establish timeline expectations, and escalate issues 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 throughout the year.
• Annually review each client’s policy and loan and communicate requirements to the client.
• 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

Communication with customers

Tools

Salesforce

SharePoint

Job description

AmeriLife is seeking an Underwriting Assistant to support the medical and loan underwriting teams in placing life insurance policies and servicing those policies. The role involves gathering requirements, reviewing submissions for completeness, and coordinating with carriers and lenders.

You will manage case timelines and communications with clients and internal teams. The position emphasizes accurate data entry, file organization, and proactive service to ensure timely policy funding and