Underwriting Support Specialist (Remote)
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AI Summary
Conduct structured telephonic medical interviews with insurance applicants to gather detailed health and lifestyle information. Manage underwriting requirements and coordinate with medical vendors to ensure cases are decision-ready for underwriters.
Underwriting Support Specialist (Remote)
Department: Customer Service
Employment Type: Permanent - Full Time
Location: Home United States
Reporting To: Christin Vespari
Compensation: $22.60 - $25.95 / hour
Description
Our Story
Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re 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.
What's 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 well‑being 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
- Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
- Paid holidays
- Life insurance and short‑term and long‑term 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 employee’s 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 fair‑chance 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.
We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at recruitment@davies-group.com
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