Underwriting Assistant

This is a fully remote position, open to applicants in Alabama, +43 more states.

📋 Description

• Request exams and attending physician statements as necessary

• Monitor pending exams and APS requests, update Salesforce Chatter, and ensure completion

• Download examination and APS records, organizing them within underwriting files

• Generate AI-assisted summaries for underwriting files while adhering to review and confidentiality standards

• Assist the Case Manager in completing carrier applications and follow-up tasks

• Oversee cases during underwriting, aiding Regional Vice Presidents in establishing timeline expectations, and escalate issues as required

• Collaborate with carriers to finalize policy issuance

• Prepare delivery requirements for DocuSign

• Download application kits and fill in available information for review by the Case Manager

• Draft both informal and formal cover letters for the Case Manager’s examination

• Provide support to clients with routine policy service requests

• Prepare service forms, including index transfer and change forms for owner or beneficiary

• Compile, maintain, and track lists of outstanding requirements and needs

• Review each client’s policy and loan annually, communicating requirements to the client

• Assist clients in fulfilling annual requirements to ensure timely policy funding

• Help compile annual client summaries detailing policy performance

• Keep organized underwriting files and SharePoint folders

• Enter case details 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

• Foster relationships with clients and advisors

⛳️ Requirements

• Experience in life insurance supporting case managers or medical underwriters throughout the policy lifecycle

• Capability to process work accurately while adhering to productivity, quality, and timeliness standards

• Skill in managing workflows and following departmental processes, procedures, and service standards

• Proficient in data entry and policy administration applications

• Ability to maintain comprehensive underwriting files and prepare related correspondence for applications, policies, and endorsements

• Competence in communicating with underwriters and brokers to secure necessary documentation

• Dedication to continuous improvement and high-quality customer service

• At least three years of experience in life insurance underwriting support in an agency or carrier setting

• Strong written and verbal communication abilities

• Proficiency in Microsoft Office

• Exceptional attention to detail, organization, and prioritization skills

• A proactive, adaptable, and accountable work approach

• Experience with Salesforce and SharePoint is advantageous

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

🏝️ Benefits

• Paid time off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance

• Reasonable accommodations throughout the application and employment process