Underwriting Support Specialist & Client Services

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

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.