Underwriting Assistant

Job Summary

Supporting the medical and loan underwriting teams, the full-time remote Underwriting Assistant will manage case files, assist with policy and loan renewals, and provide administrative support to ensure efficient underwriting processes.

Key responsibilities

• Order and track medical exams and attending physician statements, ensuring timely completion and organization of underwriting files
• Assist clients with routine policy service requests and prepare necessary documentation for annual reviews and funding
• Maintain organized files and provide administrative support, including data entry and communication with underwriters and brokers

Required qualifications

• Experience in life insurance supporting case managers or medical underwriters
• Ability to accurately process work while meeting productivity and quality standards
• Proficiency in data entry and policy administration applications
• Ability to maintain complete underwriting files and prepare related correspondence
• Commitment to continuous improvement and customer service