Underwriting Support Specialist - Life and Policy Services

AmeriLife; Wilmington (VT); On-site; USD 55,000 - 75,000; Full time

Job summary

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing ongoing policies. You will gather requirements, review for completeness, and coordinate with carriers and lenders.

The role involves tracking exams, processing APS requests, and updating Salesforce Chatter. Responsibilities include assisting with applications, case monitoring, drafting letters, and maintaining underwriting files.

Qualifications

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
• Proficiency with data entry and policy administration applications.
• Experience with Salesforce and SharePoint is preferred.
• Proficiency with Microsoft Office.

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 throughout the year.
• Maintain organized underwriting files and enter case information and status updates in Salesforce and Salesforce Chatter.
• Provide administrative and project support to the Case Manager and underwriting team.

Skills

Life insurance underwriting support

Customer service

Data entry

Tools

Salesforce

SharePoint

Salesforce Chatter

Policy administration software

Job description

AmeriLife is seeking an Underwriting Assistant to support medical and loan underwriting teams in placing life insurance policies and servicing ongoing policies. You will gather requirements, review for completeness, and coordinate with carriers and lenders.

The role involves tracking exams, processing APS requests, and updating Salesforce Chatter. Responsibilities include assisting with applications, case monitoring, drafting letters, and maintaining underwriting files.