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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.
Medical InterviewingView all →
D
Underwriting Support Specialist
Davies North America United StatesRemote Today
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 compl
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