Insurance Processing Specialist, Life Insurance & Underwriting Support
Overview
You will own the end-to-end processing of insurance applications from submission to policy placement, managing a caseload of life insurance files with accuracy and speed. You will review applications, gather underwriting requirements, and coordinate with brokers and carriers to keep cases moving. You will work within a tenured team at a growing organization, using Excel and an Agency Management System (AMS) to track progress and maintain compliance. This role offers stability, early Fridays, and a clear path for career growth in insurance operations.
What You'll Do8
- 1Review new insurance applications for accuracy and completeness, flagging missing fields within 24 hours of receipt.
- 2Manage cases from submission through policy placement, updating the Agency Management System (AMS) at each milestone.
- 3Gather and organize underwriting requirements, including medical and financial documentation, from applicants and third parties.
- 4Coordinate with brokers, carriers, and internal teams to resolve discrepancies and keep applications on track.
- 5Monitor case status daily and follow up on outstanding requirements via phone and email within 48 hours.
- 6Maintain accurate records and documentation in the AMS, ensuring files are audit-ready and compliant.
- 7Assist with quotes, application packets, and carrier portal submissions, expediting policy issuance.
- 8Deliver a responsive experience to brokers and partners, answering inquiries and providing status updates proactively.
Requirements8
- 13+ years in life insurance processing, mortgage processing, loan processing, underwriting support, or financial services operations.
- 2Proficiency with Microsoft Office, including Excel for tracking and reporting.
- 3Experience with carrier portals or policy administration systems preferred.
- 4Familiarity with underwriting processes and insurance documentation.
- 5Strong ability to identify missing documentation and resolve processing issues quickly.
- 6Associate's or Bachelor's degree preferred.
- 7Detail-oriented with exceptional organizational skills.
- 8Ability to work onsite in Airmont, NY, Monday-Friday, 8:00 AM - 5:00 PM (Fridays end at 3:00 PM, paid for full day).
Salary Insight
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