Underwriting Support Specialist

We are looking for an experienced Underwriting Support Specialist to serve as a critical partner to the underwriting team, specializing in telephonic medical interviewing, case preparation, and underwriting support for life, disability, and long‑term care insurance applications. The role focuses on conducting structured applicant interviews, gathering detailed medical and lifestyle information, managing underwriting requirements, and ensuring cases are ready for underwriting decisions.

• Medical Interviewing:
  • Conduct structured telephonic medical history interviews with applicants in an empathetic, compliant, and professional manner.
  • Collect detailed information on medical history, conditions, treatments, medications, lifestyle factors (tobacco, alcohol, hazardous activities), and occupational, financial, and income data.
  • Probe to clarify incomplete, inconsistent, or unclear information.
  • Document interview responses accurately within underwriting systems and workflows.
  • Maintain professionalism and confidentiality during sensitive conversations.
• Requirement Management & Case Preparation:
  • Review applications for missing or incomplete information before interviews.
  • Order, coordinate, and track mandatory documents such as APS (attending Physician Statements), paramedical exams, laboratory reports, supplemental questionnaires, and follow‑up documentation.
  • Monitor outstanding requirements and proactively follow up to avoid processing delays.
  • Ensure cases are complete, organized, and decision‑ready for underwriters.
• Collaboration & Case Support:
  • Partner with underwriters to clarify case details, identify outstanding requirements, and raise complex or unusual findings.
  • Communicate with agents, applicants, medical vendors, and internal stakeholders to obtain mandatory information.
  • Maintain adherence to underwriting guidelines, service expectations, and workflow standards.
• Quality & Compliance:
  • Maintain high standards of accuracy and documentation quality.
  • Follow established interview protocols, underwriting procedures, and workflow processes.
  • Participate in quality reviews, coaching, and continuous improvement initiatives.
  • Ensure confidentiality and proper handling of sensitive applicant information.

• Minimum 2 years of experience in insurance, healthcare, or related financial services.
• Experience in a call center or customer‑facing phone environment.
• Strong verbal communication and active listening skills.
• Ability to manage sensitive medical or personal conversations with professionalism.
• Strong attention to detail and documentation accuracy.
• Comfortable working within structured systems and workflows.
• Strong organizational and time management skills.

• Experience supporting life, disability, or long‑term care insurance underwriting.
• Familiarity with medical terminology.
• Experience with underwriting, case management, or policy administration systems.
• Prior tele‑interviewing or insurance intake experience.

Davies North America is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to protected characteristics, mandated by applicable federal, state, and local mandates.

• Medical, dental, and vision plans.
• 401(k) plan with employer matching.
• Paid time off, including discretionary time off for exempt employees and PTO for non‑exempt employees.
• Paid holidays.
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