[Hiring] Underwriter Assistant @WPS—A health solutions company

Role Description

The Underwriting Assistant is responsible for supporting the underwriter with quotes, new business and existing business. This role includes:

• Data collection
• Quote preparation
• Documentation management
• Ensuring compliance with internal guidelines and regulatory requirements
• Reviewing and requesting missing paperwork for new business, renewals, and changes
• Providing clear communication with internal teams regarding requirements and changes for groups
• Supporting underwriters in making timely, accurate risk decisions and maintaining a smooth workflow

Qualifications

• High School Diploma or GED or equivalent experience
• 1 or more years of experience in health insurance, underwriting, or related administrative support role
• Proficiency with Microsoft Excel, Word, and Outlook
• Detail-oriented with a commitment to data accuracy
• Strong organizational and time management skills
• Strong written and verbal communication skills
• Ability to handle confidential information appropriately
• Familiarity with group health plans, medical underwriting practices, and industry terminology preferred
• Experience with health plan quoting tools or underwriting systems is preferred

Requirements

• Enjoy reviewing quoting data for completeness and requesting additional information as necessary
• Prepare and index all documents into the underwriting system
• Upload data to the web tool to aid in underwriting
• Prepare renewal packets including the correct addendums and SBCs for mailing
• Complete group set-up and configuration sheets for new groups, renewal groups, and changes
• Ensure information is entered accurately into the underwriting system for routing to other departments
• Create rate calculators for renewal and quotes
• Maintain tracking systems for groups requesting quotes and renewal groups
• Research information on a group or individuals within a group to aid in the underwriting process
• Interface with sales staff and other departments to resolve rate and benefit issues
• Review all new groups to ensure they are not on the Specially Designated Nationals List (SDN)
• Assign group numbers
• Provide renewal reports to the assigned underwriter to support renewal rate decisions
• Ensure compliance with internal guidelines and applicable regulations (i.e., ACA, HIPAA)

Benefits

• Remote and hybrid work options available
• Prorated Holiday Pay and On-Demand PTO