Underwriting Assistant

Winged Keel Group • Boston, MA

23h

About The Position

The Life Insurance Underwriting Assistant acts as an instrumental resource by providing administrative support to the Underwriting team with case set up, ordering and preparing insurance company forms, tracking underwriting requirements, and entering data for new policies.

Requirements

• Bachelors degree
• High attention to detail
• Strong organizational skills
• Ability to consistently meet deadlines
• Likes following a process and seeing a project through to completion
• Ability to work individually or with a team when necessary
• Effective communication skills with internal and external parties
• Ability to take direction and effectively carry out any tasks expected to complete
• Ability to multitask with strong prioritization skills
• Maintains precise notes on any processes, training, or client information
• Knowledge of Microsoft Office, Microsoft Outlook, Adobe Acrobat, and SalesForce
• Ability and willingness to learn new programs and processes
• Takes initiative with urgent, time sensitive tasks
• Maintains a positive, can-do attitude

Responsibilities

• Case set up: Create client folder and case record in database
• Prepare client HIPAA Authorization forms for signature
• Request Attending Physician Statements (APS’s) from doctors’ offices, arrange for payment, and follow up regularly until obtained
• Obtain prescription checks, exam paperwork, lab results, and motor vehicle reports
• File and save documents in client and department resource folders
• Submit underwriting files and paperwork to carriers
• Assist with tracking and recording carrier informal offers in spreadsheet
• Download life insurance application paperwork and supplemental forms
• Complete life insurance applications and prepare for signature on DocuSign
• Prepare policy delivery packages to client
• Prepare invoices
• Data entry: Input client, application, and policy information in company database
• Create FedEx labels and packages, and oversee sending out packages
• Assist with the file breakdown when a case closes and the transition of the case to the Client Services team
• Develop basic knowledge of carrier products

Benefits

• Attractive annual compensation package is commensurate with experience
• Eligible for annual bonus
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees