Underwriting Assistant

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 brokersRequired qualificationsExperience 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