Underwriting Assistant-OnsiteWestern & Southern Financial Group

Overview

Processes large volumes of insurance applications in a production environment for Gerber Life Insurance.

Responsibilities

• Screens non-medical and medical underwritten new business and reinstatement applications. Orders and reviews correspondence and other underwriting requirements. Makes decisions and takes final action on applications (medical and non-medical) in multiple systems based on established authority. Prepares files for Underwriter review.
• Communication and contact is common with customers, individuals representing other departments, and individuals representing outside organizations regarding application statuses or underwriting decisions.
• Processes non-medical decisions.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• High School Diploma - Required
• 2 years' relevant work experience. - Required
• Demonstrated solid verbal and written communication skills. -
• Proven to be a quality and customer service advocate. -
• Demonstrated strong PC skills. -
• Proven ability to work in a multi-task environment. -
• Demonstrated solid judgment, problem-solving, decision-making and follow-through skills. -
• Proven ability and accuracy in analyzing/summarizing detailed information. -
• Proven ability to work independently or in a team environment. -
• Proven ability to coach and mentor both peers and associates at the Processor level. -
• Demonstrated solid knowledge of basic business processes, workflow and systems. -
• Demonstrated intermediate knowledge of medical conditions and terminology. -
• Strong PC skills. -
• LOMA Level 1 Certificate (Courses: 280/281 and 290/291). Upon Hire - Preferred
• UND 386. Upon Hire - Preferred
• ACS Designation. Upon Hire - Preferred
• ALU 101. Upon Hire - Preferred

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

• None