Underwriting Assistant

Job not on LinkedIn

🔥 1 minute ago

🏈 Alabama, Arizona, +42 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🏛️ District of Columbia – Remote 🐊 Florida – Remote 🌺 Hawaii – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote ⛰️ West Virginia – Remote 🧀 Wisconsin – Remote

💵 $60k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Underwriter

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

🏥 Healthcare

💼 Consulting

💸 Finance

💰 Secondary Market on 2022-06

Healthcare • Consulting • Finance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• Order exams and attending physician statements as needed • Track outstanding exams and APS requests, update Salesforce Chatter, and follow through to completion • Download examination and APS records and organize them in underwriting files • Create AI-assisted summaries for underwriting files in accordance with review and confidentiality requirements • Support the Case Manager in completing carrier applications and follow-up efforts • Monitor cases throughout underwriting, help Regional Vice Presidents establish timeline expectations, and escalate issues 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 • Assist clients with routine policy service requests • Prepare service forms, including index transfer and owner or beneficiary change forms • Prepare, maintain, and track outstanding requirements and needs lists • Review each client’s policy and loan annually and communicate requirements to the client • Assist clients with completing annual requirements to support timely policy funding • Help prepare annual client summaries describing policy performance • Maintain organized underwriting files and SharePoint folders • 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

🎯 Requirements

• 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 • 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 • Successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries

🏖️ Benefits

• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance • Reasonable accommodations throughout the application and employment process