- Boston, Massachusetts, United States
- $54K–$86K per year
- 2–5 years
Support the New Business team in handling life insurance underwriting requirements, reviewing medical records, and coordinating policy implementation activities.
Compensation
The base salary range for this position is $53,700 – $85,900. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Responsibilities
- Order and manage Attending Physician Statements (APS), medical records, and other underwriting requirements for active cases.
- Monitor outstanding underwriting requirements and coordinate follow-up activities to ensure timely case progression.
- Maintain accurate case notes, underwriting updates, and supporting documentation within Salesforce and other internal systems.
- Coordinate with medical providers, insurance carriers, examination vendors, and third-party partners to obtain required information.
- Assist in preparing underwriting submissions and supporting documentation for carrier review.
Requirements
- Bachelor's degree
- Nice to have: Bachelor's degree preferred
- Nice to have: 2–5 years of experience in insurance operations, underwriting support, case management
- Nice to have: Previous experience in life insurance, underwriting, or insurance case management
- Nice to have: Experience reviewing medical records