Remote Life Insurance Underwriting Specialist

Amerilife Group, LLC; Rhode Island; Hybrid; USD 60,000 - 75,000; Full time

Job summary

AmeriLife Group, LLC is seeking an Underwriting Assistant to support medical and loan underwriting teams, placing life insurance policies and servicing them. You will gather requirements from internal and external customers and prepare files for carriers and lenders.

Responsibilities include ordering exams, tracking APS, preparing delivery requirements for DocuSign, drafting cover letters, and maintaining organized files in Salesforce and SharePoint while keeping stakeholders informed.

Qualifications

• Experience supporting life insurance underwriting or case management.
• Ability to process work accurately meeting productivity and quality standards.
• Ability to manage workflows per departmental processes and service standards.
• Proficiency with data entry and policy administration systems.

Responsibilities

• Case Management: Order exams and APS, track requests, and file results.
• Prepare carrier applications and delivery requirements for DocuSign.
• Draft informal and formal underwriting letters and notes.
• Policy and Loan Renewals: assist with annual requirements and client summaries.
• Administrative support: maintain Salesforce/SharePoint files and update records.

Skills

Life insurance knowledge

Data entry

Communication skills

Organizational skills

Customer service

Tools

Salesforce

SharePoint

Microsoft Office

Job description

AmeriLife Group, LLC is seeking an Underwriting Assistant to support medical and loan underwriting teams, placing life insurance policies and servicing them. You will gather requirements from internal and external customers and prepare files for carriers and lenders.

Responsibilities include ordering exams, tracking APS, preparing delivery requirements for DocuSign, drafting cover letters, and maintaining organized files in Salesforce and SharePoint while keeping stakeholders informed.