Underwriting Assistant

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Underwriting Assistant

New York, New York

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Full Time Temp to Hire

|

$ 65,000 - $ 65,000 per year

New York, New York

Full Time Temp to Hire

$ 65,000 - $ 65,000 per year

June 20, 2025

|

Job ID: A1421713NY-Temp_1750437966

June 20, 2025

Job ID: A1421713NY-Temp_1750437966

Job Summary

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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

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™