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