New York, New York
4 days ago
Underwriting Assistant

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Our client, a boutique independent life insurance brokerage located near Grand Central, is seeking a Temp to Perm Underwriting Assistant to join their team. This role requires someone to be in the office 5 days/week though over time, the candidate will be able to work 2 days/week remotely . Hours are Monday - Friday, 8:30am - 5:30pm.

Responsibilities:

Case set up: Create client folder and case record in databaseRequest Attending Physician Statements (APS's) from doctors' offices, arrange for payment, and follow up regularly until obtainedObtain prescription checks, exam paperwork, lab results, and motor vehicle reportsFile and save documents in client and department resource foldersSubmit underwriting files and paperwork to carriersAssist with tracking and recording carrier informal offers in spreadsheetPrepare invoicesData entry: Input client, application, and policy information in company databaseCreate FedEx labels and packages, and oversee sending out packages

Qualifications:

Bachelor's degreeDetail orientedAbility to consistently meet deadlinesLikes following a process and seeing a project through to completionAbility to work individually or with a team when necessaryEffective communication skills with internal and external partiesAbility to take direction and effectively carry out any tasks expected to complete

Compensation:

DOE 65K plus generous benefits A1411219NY-Temp_1742319078 To Apply for this Job Click Here

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