Fund Operations, Underwriting Support Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate insurance agreements and medical documentation to assist in underwriting processes.

• Arrange documentation for intricate insurance cases.

• Manage the onboarding of policies and the processing of premium payments.

• Monitor policy and operational updates related to longevity funds.

• Perform quality assurance checks.

• Keep financial spreadsheets, valuation documents, and investor reports organized.

• Detect inconsistencies and propose enhancements to workflows.

• Actively communicate significant discoveries and their context.

⛳️ Requirements

• Exceptional accuracy and keen attention to detail.

• Creative problem-solving skills.

• Capability to consult Standard Operating Procedures (SOPs) and independently review extensive training materials.

• Initiative in providing insights and adopting a solution-focused mindset.

• Strong commitment to care, professional growth, and professionalism.

• Proficiency in Excel.

• Willingness to learn specialized industry systems such as LexServ, ProtectFlow, or Lyric.

• A dedicated, quiet workspace at home, free from distractions.

• A highly reliable internet connection.

• Ability to collaborate in real-time during US Mountain Time hours.

🏝️ Benefits

• Comprehensive HMO coverage with a leading provider.

• Group Life Insurance.

• Paid leave credits.

• Government-mandated benefits.

• Performance incentives.

• Overtime Pay.

• Night Differential.

• 13th Month Pay.