Underwriting Support Specialist – Life Insurance

AmeriLife; Montgomery (AL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Disability insurance

Life insurance

Job summary

AmeriLife is seeking an Underwriting Assistant to support its medical and loan underwriting teams in placing life insurance policies and servicing them. The role involves gathering requirements, reviewing for completeness, and coordinating with carriers and lenders.

It also includes updating Salesforce Chatter and tracking exams and APS requests. The position requires strong data entry, policy administration software proficiency, and a focus on accurate, timely processing, with opportunities to

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 with data entry and policy administration applications.

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 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 support

Data entry

Microsoft Office

Salesforce

SharePoint

Customer service

Tools

Salesforce

SharePoint

Microsoft Office

Job description

AmeriLife is seeking an Underwriting Assistant to support its medical and loan underwriting teams in placing life insurance policies and servicing them. The role involves gathering requirements, reviewing for completeness, and coordinating with carriers and lenders.

It also includes updating Salesforce Chatter and tracking exams and APS requests. The position requires strong data entry, policy administration software proficiency, and a focus on accurate, timely processing, with opportunities to