Underwriting Assistant/Customer Service

AmeriLife; Baltimore (MD); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

PTO

Medical benefits

Retirement savings plan

Disability insurance

Life insurance

Job summary

AmeriLife in Baltimore seeks an Underwriting Assistant to support medical and loan underwriting teams, gather requirements from clients and carriers, and help keep policies moving through the approval process.

The role involves tracking exams, assisting with applications, drafting letters, managing files in Salesforce and SharePoint, and delivering reliable administrative support to the Case Manager and underwriting team.

Qualifications

• Minimum of three years in life insurance underwriting support in agency or carrier.
• Proficiency with data entry and policy administration apps.
• Accurate work style meeting productivity, quality, and timeliness standards.
• Experience supporting case managers or medical underwriters in the policy life cycle.
• Salesforce and SharePoint experience preferred.
• Microsoft Office proficiency.

Responsibilities

• Track exams and APS requests and update Salesforce Chatter.
• Assist case manager with carrier applications and follow-ups.
• Monitor cases throughout underwriting and escalate issues to the Case Manager when needed.
• Work with carriers to issue policies.
• Draft informal and formal letters for Case Manager review.
• Maintain underwriting files and SharePoint folders; enter case information in Salesforce.
• Provide administrative and project support to the Case Manager and underwriting team.

Skills

Life insurance underwriting support

Data entry

Customer service

Attention to detail

Communication skills

Microsoft Office

Tools

Salesforce

SharePoint

Policy administration systems

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.