Underwriting Assistant

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Job 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.

Job Description

Key Responsibilities

• Perform tasks related to field medical underwriting:
  • Ordering APS and Exams
  • Collecting client data to complete Applications
  • Submitting to carriers and follow up for offers
  • Working with carriers to issue policies
  • Preparing Delivery Requirements for DocuSign

• Perform tasks related to premium financing underwriting:
  • Colleting financial and other client data,
  • Reviewing for client’s ability to quality for loan,
  • Assist client in qualifying collateral to be pledged to lender,
  • Submitting to lenders and follow up for offers.
  • Reviewing Loan Documents for accuracy and preparing for client execution

• Perform tasks related to policy and loan renewals:
  • Assist clients in simple policy service requests throughout year.
  • Annually review client’s policy and loan and communicate requirements to client.
  • Assist client with completing the annual requirements to insure timely funding of policies.

• Assist in preparing client annual summaries to share the performance of their policy.
• Organize client data on Salesforce database and SharePoint site to enhance the firm’s ability to provide excellent customer service.
• Assist the underwriting team on various projects as needed.
• Maintain client and advisor relationships.

Key Accountabilities/Deliverables:

• Perform tasks related to underwriting policy life cycle.

• Process tasks accurately to maintain departmental productivity, quality, and timeliness standards.

• Manage workflows to ensure timely and accurate handling of all department processes, procedures, and service standards.

• Perform data entry coding into policy administration applications.

• Review and maintain underwriting files to warrant a “satisfactory” file completion.

• Follow up and complete a variety of underwriting correspondence in reference to applications, policies, and endorsements.

• Correspond with underwriting and/or brokers to obtain necessary documentation.

• Focus on constant improvement.

• Support other duties from time to time as the Company may reasonably require.

• Maintain a customer service mentality

Qualifications

• Minimum 3 years life insurance underwriting support experience (agency or company)
• Strong written and verbal communication skills
• Expertise in Microsoft Office
• Excellent attention to detail
• High-level of motivation to get things done
• Willing to take on challenges
• Able to prioritize important and pressing tasks
• Innate organizational skills, and focus on personal responsibility
• Experience with Salesforce and SharePoint a plus

Compensation

• 65K+ (based on experience) plus bonus