Underwriting Assistant/Customer Service

AmeriLife; Atlanta (GA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

PTO

Medical insurance

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 existing ones. You will gather requirements, track exams and APS requests, and assist with carrier applications and correspondence.

The role involves maintaining underwriting files, using Salesforce and SharePoint, and providing administrative support to the Case Manager and underwriting team. Collaboration with internal and external clients is essential.

Qualifications

• Life insurance underwriting support experience in agency or carrier environments.
• Ability to process work accurately while meeting productivity and quality standards.
• Proficiency with data entry and policy administration applications.
• Experience with Salesforce and SharePoint preferred.

Responsibilities

• Track outstanding exams and APS requests, update Salesforce Chatter, and follow through to completion.
• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting, escalate issues to 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 clients with routine policy service requests.
• Annually review each client’s policy and loan and communicate requirements.
• Assist clients with completing annual requirements to support timely policy funding.

Skills

Underwriting support

Data entry

Microsoft Office

Salesforce

SharePoint

Education

Three years life insurance underwriting support experience

Tools

Salesforce

SharePoint

Job description

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.

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, review them for completeness and submit to insurance carriers and lenders for offers.

• Track outstanding exams and APS requests, update Salesforce Chatter, and follow through to completion.
• 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.
• 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.
• 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.

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
• Proficiency with data entry and policy administration applications
• Ability to maintain complete underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements
• Commitment to continuous improvement and customer service
• 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

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

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

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. Americans with Disabilities Act (ADA) StatementWe 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. If you require assistance or accommodation during the application process

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential.