[Hiring] Underwriting Assistant @AmeriLife

Role Description

The Underwriting Assistant provides support for the firm’s medical and loan underwriting teams to place life insurance policies and the ongoing servicing of those policies. This position communicates with internal as well as external customers to gather key requirements for the underwriting process, reviews for completeness and submits to insurance carriers and lenders for offers. In addition, this position supports the annual renewal process by communicating any requirements and supporting the process for additional premium fundings.

Duties/Responsibilities

• Case Management
  • Order exams and attending physician statements (APS) as needed.
  • Track outstanding exams and APS requests, update Salesforce Chatter, and follow through to completion.
  • Download examination and APS records as they become available and organize them in the underwriting file.
  • Create AI-assisted summaries for the underwriting file in accordance with established review and confidentiality requirements.
  • 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.
  • Prepare delivery requirements for DocuSign.
  • Download application kits and populate available information for Case Manager review.
  • Draft informal and formal cover letters for Case Manager review.
• Policy and Loan Renewals
  • Assist clients with routine policy service requests throughout the year.
  • Prepare service forms, including index transfer and owner or beneficiary change forms.
  • Prepare, maintain, and track outstanding requirements and needs lists.
  • 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.
• Administrative and Relationship Support
  • 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.
  • Maintain client and advisor relationships.
  • Must be organized and detail oriented.

Qualifications

• Life insurance experience supporting case managers or medical underwriters in the policy life cycle.
• Ability to process work accurately while meeting productivity, quality, and timeliness standards.
• Ability to manage workflows and follow departmental processes, procedures, and service standards.
• Proficiency with data entry and policy administration applications.
• Ability to maintain complete underwriting files and prepare underwriting correspondence related to applications, policies, and endorsements.
• Ability to communicate with underwriters and brokers to obtain required documentation.
• Commitment to continuous improvement and customer service.

Preferred Qualifications

• Minimum of three years of life insurance underwriting support experience in an agency or carrier environment.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office.
• Excellent attention to detail, organization, and prioritization skills.
• Proactive, adaptable, and accountable approach to work.
• Experience with Salesforce and SharePoint is preferred.

Salary

Salary Range: $60,000 to $75,000. Salary offers will vary commensurate with experience, education, skills, and training.

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.