Underwriting Intake Specialist

Engage Employer•Tampa, FL

4d•Remote

About The Position

Engage PEO, recognized on the ‘INC. 5000 Honor Roll for the Fastest Growing Private Companies’ is seeking future Engagers ready to build a rewarding future. The Underwriting Intake Specialist plays a critical role in the underwriting lifecycle by serving as the first line of data review and validation for new business submissions. This position ensures that all required documentation is complete, accurate, and compliant with internal underwriting standards before advancing cases for formal risk evaluation. The ideal candidate will be highly detail-oriented, organized, and comfortable navigating internal systems and underwriting platforms in a fast-paced, deadline-driven environment.

Requirements

1+ years of experience in employee benefits, underwriting, or insurance operations preferred.
Prior experience in a PEO, TPA, carrier, or benefits brokerage environment a plus.
Strong organizational skills and attention to detail with a commitment to data accuracy.
Ability to manage multiple priorities in a high-volume setting.
Proficient in Microsoft Office Suite and CRM platforms (Salesforce, Client Space, etc.).
Effective written and verbal communication skills.

Responsibilities

Review and scrub all initial underwriting submissions from Sales for completeness, accuracy, and consistency with required data standards.
Validate census, application, and supplemental data prior to assigning the case to an Underwriter.
Identify and document any missing or unclear data; coordinate with internal stakeholders to resolve gaps within defined turnaround times.
Enter new client prospect data into multiple systems within agency timeline requirements ensuring accuracy
Assign the designated Underwriter and ensure timely case creation in applicable underwriting systems.
Tag and flag high-priority or complex cases for expedited handling or additional review by leadership.
Maintain detailed documentation within the CRM and tasking systems for audit and tracking purposes.
Partner with Sales Coordinators, Consultants, and Underwriting team members to ensure smooth case progression.
Adhere to internal SLA expectations for data review and intake processing.
Intake processing within 1 business day of submission.
100% of assigned cases contain all required documentation before release to underwriting.
Minimal rework or delay due to missing or inaccurate data post-release.
Positive feedback from Sales, Consultants, and Underwriting on quality and timeliness.