Underwriting Support Specialist | Policy Servicing

AmeriLife; Saint Paul (MN); On-site; USD 45,000 - 60,000; Full time

Job summary

AmeriLife is seeking an Underwriting Assistant in Saint Paul, MN to support medical and loan underwriting teams, gather key requirements, and prepare life insurance policies for carriers. You will interact with internal and external customers and keep Salesforce Chatter updated.

Key duties include assisting with carrier applications, monitoring underwriting timelines, issuing policies, handling routine policy service requests, and preparing client summaries.

Qualifications

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.

Responsibilities

• Support the case manager in completing carrier applications and follow up efforts.
• Monitor each case throughout underwriting, help Regional Vice Presidents establish timeline expectations, 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

Customer service

Attention to detail

Microsoft Office

Tools

Salesforce

SharePoint

Job description

AmeriLife is seeking an Underwriting Assistant in Saint Paul, MN to support medical and loan underwriting teams, gather key requirements, and prepare life insurance policies for carriers. You will interact with internal and external customers and keep Salesforce Chatter updated.

Key duties include assisting with carrier applications, monitoring underwriting timelines, issuing policies, handling routine policy service requests, and preparing client summaries.