Life Underwriting Supervisor supervises group of underwriters who review, analyze and inspect life insurance contracts. Accepts, modifies or declines a risk through evaluation of an individual's medical history or physical condition, occupational hazards, financial background, insurable interest and other information. Being a Life Underwriting Supervisor analyzes various rate plans utilizing the organization's claims history to determine the appropriate rate plan and benefits costs. Familiar with current legislative and compliance processes affecting life insurance. Additionally, Life Underwriting Supervisor may evaluate reinstatements and changes in existing policies. May have designations or course work toward the CLU, FLMI, etc. Has a sound working knowledge of medical terminology. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Life Underwriting Supervisor supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Thorough knowledge of functional area under supervision. To be a Life Underwriting Supervisor typically requires 3 years experience in the related area as an individual contributor. (Copyright 2024 Salary.com)
Underwriting Specialist I
Remote from WA, OR, UT, and ID
WHO WE NEED :
The Underwriting Specialist will process applications in an accurate and timely fashion ensuring eligibility criteria is met.
Provide customer service to those inquiring about potential or pending policies.
Normally to be proficient in the competencies listed below :
UW Specialist I would have
High School diploma or GED
1-year medical office, customer service or call center experience
Or equivalent combination of education and experience.
General Functions and Outcomes
Prepare and validate processed files for imaging and retention; coordinate document retention and storage, manage and maintain records of received documents and produce application files from electronic sources.
Enter document numbers for approved files into tracking system, validate and enter application approval / acceptance information and release file to Membership for activation.
Produce correspondence, audit all outgoing correspondence and research and document miscellaneous correspondence received by department.
Make, receive and document phone calls.
Track production statistics.
Comply with MTM and HIPAA Privacy standards.
WHAT YOU BRING :
Demonstrated ability to exercise sound judgment, initiative and discretion in a mature, sensitive and confidential manner.
Ability to type 30 wpm with 95% accuracy.
Computer skills including experience using Microsoft Office (Word, Excel, Outlook) or comparable software and ability to learn and use complex systems.
Ability to organize, prioritize and manage multiple tasks.
Demonstrated ability to establish effective working relationships with coworkers and customers.
Proven ability to be dependable and maintain attendance and production standards at or above department standards.
Ability to communicate effectively both orally and in writing.
Work Environment
No unusual working conditions.
Work primarily performed in office environment.
LI-Remote
Last updated : 2024-02-24