Underwriting Support Representative II

Integrity Marketing Group•Clearwater, FL

About The Position

Provides customer service and clerical support for the Underwriting Department. The role handles applicant and agent communications, supports application processing and follow-up, and assists with data entry and quality control during periods of high volume. The representative works in a fast-paced environment and may provide training or mentoring. The schedule is 11 AM–8 PM, with rotating schedules and overtime as needed to meet department staffing needs.

Requirements

High school diploma or GED equivalent.
Two to four years of proven customer support experience.
Strong phone contact-handling skills and active listening.
Familiarity with Microsoft Office products.
Ability to adapt and respond to different types of people and tasks.
Excellent communication and documentation skills.
Ability to multitask, prioritize, and manage time effectively and efficiently.
Reliable transportation and the ability to be punctual and dependable.
Ability to work scheduled shifts, rotate schedules with other employees to meet department staffing needs, and work overtime as needed.
Ability to fulfill the 11 AM–8 PM schedule.
Ability to perform basic arithmetic, including addition, subtraction, multiplication, and division.

Nice To Haves

Medical insurance background preferred.
May have an agent license, but no active appointments.

Responsibilities

Answer and document phone calls in a call-center environment while following HIPAA guidelines.
Make outgoing calls to verify application information with applicants or agents.
Prepare letters or send agent portal messages regarding amendments, additional requirements, declines, applications or policies not taken, and applications not in good order.
Follow up on requirements in a timely manner and process pending requirements when received, updating the administrative database appropriately.
Process check requests for declines, applications or policies not taken, and overpayments.
Process and input additional cash with applications (CWA).
Follow up on application and agent problems.
Calculate premium differences and rates using basic mathematical skills.
Match received facsimiles and mail to the appropriate file in a workflow system.
Process applications with stop payments placed on checks or checks returned for insufficient funds (NSF).
Identify accurately when an applicant qualifies for Open Enrollment or Guaranteed Issue and demonstrate understanding of related federal and state requirements.
Provide data-entry support and assist with quality-control processes during high-volume periods to ensure accuracy and timely processing.
Provide training and/or mentoring.