Underwriting Support Specialist (Remote)
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Job Summary
Our Story
Imagine being part of a team thats not just shaping the future but actively driving it. At Davies North America were at the forefront of innovation and excellence blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group we help businesses navigate risk optimize operations and spearhead transformation in the insurance and regulated sectors.
Whats in Store
We are on the lookout for an experienced Underwriting Support Specialist to join our team! As the Underwriting Support Specialist you will 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. This role is heavily focused on conducting structured applicant interviews gathering detailed medical and lifestyle information managing underwriting requirements and ensuring cases are complete and decision-ready for underwriters. The position combines customer interaction investigative interviewing and case management.
The ideal candidate is detail-oriented empathetic highly organized and comfortable handling sensitive health-related conversations in a professional and compliant manner.
Key Responsibilities
Medical Interviewing
- Conduct structured telephonic medical history interviews with insurance applicants in a professional compliant and empathetic manner
- Gather detailed information related to: medical history conditions treatments and medications lifestyle factors including tobacco alcohol and hazardous activities and occupational financial and income-related information
- Probe appropriately to clarify incomplete inconsistent or unclear information
- Accurately document interview responses within underwriting systems and workflows
- Maintain professionalism and confidentiality during sensitive health-related discussions
Requirement Management & Case Preparation
- Review applications for missing or incomplete information prior to applicant interviews
- Order coordinate and track underwriting requirements including: attending Physician Statements (APS) paramedical exams and laboratory requirements prior or concurrent application data and supplemental questionnaires and follow-up documentation
- Monitor outstanding requirements and proactively follow up to avoid processing delays
- Ensure cases are complete organized and underwriting decision-ready
Collaboration & Case Support
- Partner closely with underwriters to: clarify case details identify outstanding requirements and escalate complex or unusual findings
- Communicate with agents applicants medical vendors and internal stakeholders to obtain necessary information
- Maintain alignment with underwriting guidelines service expectations and workflow standards
Quality & Compliance
- Maintain high standards of accuracy documentation quality and regulatory compliance
- 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
Skills knowledge & expertise
- 2 years of experience in either: insurance healthcare and/or financial services
- Call center or customer-facing phone environments
- Strong verbal communication and active listening skills
- Ability to manage sensitive medical or personal conversations professionally
- Strong attention to detail and documentation accuracy
- Comfortable working within structured systems and workflows
- Strong organizational and time management skills
Preferred Expertise Skills and Abilities
- 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
Equal Employment Opportunity & Legal Notices
Benefits
At Davies North America we are dedicated to supporting the wellbeing and future of our qualifying employees. Our comprehensive benefits package includes:
- Medical dental and vision plans to support your health and that of your family
- A 401(k) plan with employer matching
- Timeoff policies including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for nonexempt employees
- Paid holidays
- Life insurance and shortterm and longterm disability coverage
Benefit offerings eligibility and required employer contributions may vary based on role classification and applicable federal state and local laws including those tied to an employees primary work location.
Where required by law the Company provides paid sick leave paid family and parental leave and other mandated benefits in accordance with applicable state and local requirements.
Diversity and Inclusion
Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity and we actively promote an environment where all voices are valued and heard.
Compensation Transparency:
The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills experience qualifications and geographic location which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.
Background Check & Fair Chance Compliance
Compensation Transparency:
The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills experience qualifications and geographic location which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.
Background Check & Fair Chance Compliance
Any background check or review of criminal history if applicable to the role will be conducted only after a conditional offer of employment and in compliance with applicable federal state and local laws including fairchance hiring requirements.
Massachusetts Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Massachusetts Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Required Experience:
IC
