Underwriting Assistant

Amerilife Group, LLC; North Carolina; Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

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 them. You will gather requirements, review for completeness, and submit to carriers and lenders, while supporting annual renewals and premium funding processes.

The role emphasizes data accuracy, document preparation, and effective communication with underwriters, brokers, and clients. Strong organization and attention to detail are essential.

Qualifications

• Life insurance experience supporting case managers or medical underwriters in the policy life cycle.
• Ability to process work accurately while meeting productivity, quality, and timeliness standards.
• Ability to manage workflows and follow departmental processes, procedures, and service standards.
• Proficiency with data entry and policy administration applications.
• Ability to maintain complete underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements.
• Ability to communicate with underwriters and brokers to obtain required documentation.
• Commitment to continuous improvement and customer service.

Responsibilities

• Order exams and APS as needed and track requests until completion.
• Update Salesforce Chatter and organize records in underwriting file.
• Create AI-assisted summaries for underwriting files per confidentiality rules.
• Support Case Manager with carrier applications and follow-up.
• Monitor cases and escalate issues to Case Manager when needed.
• Work with carriers to issue policies and prepare delivery requirements for DocuSign.
• Draft cover letters for Case Manager review.
• Assist clients with routine policy service requests throughout the year.

Skills

Life insurance

Data entry

Salesforce

SharePoint

Documentation

Underwriter liaison

Detail oriented

Organization

Policy apps

MS Office

Tools

Salesforce

SharePoint

Salesforce Chatter

Job description

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Underwriting Assistant provides support for the firm’s medical and loan underwriting teams to place life insurance policies and the ongoing servicing of those policies. This position communicates with internal as well as external customers to gather key requirements for the underwriting process, reviews for completeness and submits to insurance carriers and lenders for offers. In addition, this position supports the annual renewal process by communicating any requirements and supporting the process for additional premium fundings.

Job Description

Duties/Responsibilities

Case Management

• Order exams and attending physician statements (APS) as needed.
• Track outstanding exams and APS requests, update Salesforce Chatter, and follow through to completion.
• Download examination and APS records as they become available and organize them in the underwriting file.
• Create AI-assisted summaries for the underwriting file in accordance with established review and confidentiality requirements.
• 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 elevate issues to the Case Manager when needed.
• Work with carriers to issue policies.
• Prepare delivery requirements for DocuSign.
• Download application kits and populate available information for Case Manager review.
• Draft informal and formal cover letters for Case Manager review.

Policy and Loan Renewals

• Assist clients with routine policy service requests throughout the year.
• Prepare service forms, including index transfer and owner or beneficiary change forms.
• Prepare, maintain, and track outstanding requirements and needs lists.
• 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.

Administrative and Relationship Support

• 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.
• Maintain client and advisor relationships.
• Must be organized and detail oriented

Required Qualifications

• Life insurance experience supporting case managers or medical underwriters in the policy life cycle
• Ability to process work accurately while meeting productivity, quality, and timeliness standards.
• Ability to manage workflows and follow departmental processes, procedures, and service standards.
• Proficiency with data entry and policy administration applications.
• Ability to maintain complete underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements.
• Ability to communicate with underwriters and brokers to obtain required documentation.
• Commitment to continuous improvement and customer service.

Preferred Qualifications

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office.
• Excellent attention to detail, organization, and prioritization skills.
• Proactive, adaptable, and accountable approach to work.
• Experience with Salesforce and SharePoint is preferred.

Salary

Salary Range: $60,000 to $75,000

Salary offers will vary commensurate with experience, education, skills, and training

What AmeriLife Offers

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

About Us

Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals.

Our Mission

AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Values

Honesty – We deal truthfully with all of our clients Integrity – We always do what is right for our clients Accountability – We put our clients’ needs first by taking take ownership of our actions Excellence – We do more than our jobs by going the extra mile for our clients Courage – We stand up for what is right