Underwriting & Client Service Support Specialist

AmeriLife; Colorado Springs (CO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

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 accounts. You will gather requirements, review for completeness, and submit to carriers and lenders, while tracking exams and APS requests in Salesforce Chatter.

You will help the case management team by handling carrier applications, policy issuance, and annual policy reviews, with a focus on accuracy, timely communication, and client service.

Qualifications

• Three years of life insurance underwriting support experience.
• 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.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting and escalate issues to the 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 and annual policy reviews.
• Assist with preparing annual client summaries describing policy performance.
• Maintain organized underwriting files and enter case information in Salesforce and Salesforce Chatter.
• Provide administrative and project support to the Case Manager and underwriting team.

Skills

Life insurance underwriting support

Data entry

Microsoft Office

Customer service

Attention to detail

Tools

Salesforce

SharePoint

Job description

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing accounts. You will gather requirements, review for completeness, and submit to carriers and lenders, while tracking exams and APS requests in Salesforce Chatter.

You will help the case management team by handling carrier applications, policy issuance, and annual policy reviews, with a focus on accuracy, timely communication, and client service.