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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 database
- Request Attending Physician Statements (APS’s) from doctors’ offices, arrange for payment, and follow up regularly until obtained
- Obtain prescription checks, exam paperwork, lab results, and motor vehicle reports
- File and save documents in client and department resource folders
- Submit underwriting files and paperwork to carriers
- Assist with tracking and recording carrier informal offers in spreadsheet
- Prepare invoices
- Data entry: Input client, application, and policy information in company database
- Create FedEx labels and packages, and oversee sending out packages
Qualifications:
- Bachelor’s degree
- Detail oriented
- Ability to consistently meet deadlines
- Likes following a process and seeing a project through to completion
- Ability to work individually or with a team when necessary
- Effective communication skills with internal and external parties
- Ability to take direction and effectively carry out any tasks expected to complete
Compensation:
- DOE 65K plus generous benefits
A1421713NY-Temp_1750437966