Evaluate life insurance applications and related documents for completeness and approval
Order outstanding requirements and gather information, identifying issues, researching/evaluating solutions
Complete non-risk assessment duties prior to underwriter assignment, according to an established process
Assess outstanding requirements and documents
Resolve the majority of issues without escalation, identifying the need for special handling as appropriate
Communicate with Financial Representatives to obtain missing information
Expedite requests for additional information needed throughout the underwriting process
Review HIPAA authorizations, check medical provider information
Communicate case details in a timely, professional and confident manner using tact and diplomacy while being pleasant and courteous

Associate Degree and/or equivalent combination of education and experience
Minimum of three years experience in a professional environment with exposure to computerized systems required
Proven ability to problem solve and act independently
Attention to detail with the demonstrated ability to apply sound judgment in the application of procedure and guidelines
Strong written and verbal communication skills required
Demonstrated organizational skills with the ability to independently recognize priorities and meet deadlines with high quality results
High degree of self-motivation and initiative in accepting responsibility for work results and contributing cooperatively to team goals
Knowledge and understanding of the insurance industry desirable

Accelerated Underwriting Representative

Key skills