Underwriting & Client Service Associate

AmeriLife; Little Rock (AR); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife in Little Rock, AR seeks an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and ongoing servicing. The role involves gathering requirements, submitting to carriers and lenders, tracking exams and APS requests, and maintaining case status in Salesforce Chatter.

The candidate will assist with policy service, renewals, and administrative tasks, working closely with the Case Manager to ensure timely processing and client

Qualifications

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
• Ability to process work accurately while meeting productivity, quality, and timeliness standards.
• Proficiency in Microsoft Office.
• Experience with Salesforce and SharePoint is preferred.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting, escalate 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.
• 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.
• 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

Data entry

Microsoft Office

Salesforce

SharePoint

Tools

Salesforce

SharePoint

Job description

AmeriLife in Little Rock, AR seeks an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and ongoing servicing. The role involves gathering requirements, submitting to carriers and lenders, tracking exams and APS requests, and maintaining case status in Salesforce Chatter.

The candidate will assist with policy service, renewals, and administrative tasks, working closely with the Case Manager to ensure timely processing and client