Associate Underwriter Specialist

#LI-KW1 #LI-Hybrid

Essential Functions and Primary Duties

• Underwrite new submissions to ensure new policies are correct per guidelines
• Review all underwriting information to correctly underwrite the policy
• Process and scan documents for record and files electronically
• Help prepare monthly renewal and anniversary reports
• Enter new business applications, initiate renewal application process, process term letters, and distribute applications to support the underwriting process
• Run pre-defined statistical reports on new business and renewal applications
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree in a health-related area such as health education, medical, wellness, or fitness

Minimum Qualifications

• High School Diploma or GED required
• Less than 3 years of underwriting experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Experience working in a team environment as a team leader/facilitator/influencer
• Ability to be a role model/mentor/health coach for health and wellness to others
• Required competencies includes: project management, organization skills, analytic capabilities, excellent verbal and written communication skills, articulate presentation skills, and self-motivation
• Must maintain current required licenses and certifications relevant to field of expertise