Administrative: Underwriting Assistant

Are you a highly organized individual who enjoys finding missing details, prioritizing tasks, and creating efficient processes? If so, we have the perfect opportunity for you!

We are seeking a Life Underwriting Case Admin to join a life insurance underwriting and operations team in Grandview Heights, Ohio. This role is with a Fortune 100 company recognized as one of Fortune's "100 Best Places to Work" for 11 consecutive years.

Why Work For Us

• Pay: $19 per hour.
• Start Date: June.
• Benefits: Weekly pay and health benefits.
• Schedule: Monday to Friday, 8:00 am to 4:30 pm.
• Hybrid work schedule: Tuesday and Wednesday in-office.
• Training: 6 weeks (in-person).
• Location: 1000 Yard St, Grandview Heights, OH 43212.
• Perks: Free parking and opportunities for advancement.

Role Overview

The Life Insurance Case Administrator facilitates the life insurance application and new business process prior to underwriting decisions. You will manage an average of 80 to 160 life insurance applications monthly.

Key Responsibilities

1. Verify that all documents and information are complete and in good order. Identify and communicate requirements needed to complete applications.
2. Resolve issues related to new business processing, licensing, commissions, and vendors. Provide guidance to business partners on processes, medical requirements, and procedures.
3. Review documents and update files as received.
4. Follow up with business partners to ensure no additional requirements are needed and resolve concerns.
5. Communicate with financial advisors, investment firms, and brokers regarding outstanding items on life policies.
6. Update records and manage documentation for policies in incomplete status.
7. Process payment and check requests.
8. Research and resolve payment discrepancies.
9. Build and maintain relationships with financial advisors, investment firms, brokers, and sales partners.

Qualifications

• Two to three years of business processing or related work experience.
• Associate or Bachelor degree is helpful, but not required.
• Experience revising processes to utilize technology (Excel, CRM, online portals) is highly desired.

Skills

• Knowledge of general business practices.
• Ability to make decisions with moderate oversight.
• Solid verbal and written communication skills.
• Ability to research issues and determine optimal resolutions.
• Strong decision-making skills for problem identification and correction.
• Ability to prioritize work effectively.
• An engaging, passionate, and driven personality.

How to Apply

Please ensure your resume is up to date. Send your Word-formatted resume to Michelle Liggett at [email protected]. We look forward to connecting with you!