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
Qualifications
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
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