Underwriting Administrative Assistant jobs in United States
info-icon
This job has closed.
company-logo

Beacon Hill · 2 hours ago

Underwriting Administrative Assistant

Beacon Hill is an independent financial services firm specializing in life insurance and wealth transfer solutions for ultra-high-net-worth clients. They are seeking an Underwriting Administrative Assistant to provide support to the underwriting team and manage various administrative tasks related to life insurance applications and documentation.

Staffing Agency
check
H1B Sponsor Likelynote

Responsibilities

Provide administrative support to the underwriting team, including case setup and database management
Prepare, process, and track life insurance applications and underwriting documentation
Request and follow up on medical records, prescription checks, exams, and reports
Submit underwriting files to insurance carriers and track informal offers
Manage document filing, data entry, invoicing, and policy delivery packages
Coordinate FedEx shipments and assist with case transitions to client services

Qualification

Microsoft OfficeSalesforceAdobe AcrobatOrganizational skillsCommunication skillsTime-management skillsAttention to detailAdaptabilitySelf-motivated

Required

High attention to detail with strong organizational and time-management skills
Ability to meet deadlines, follow defined processes, and manage multiple priorities
Strong written and verbal communication skills
Proficiency in Microsoft Office, Outlook, Adobe Acrobat, and Salesforce
Self-motivated, adaptable, and eager to learn new systems and processes

Preferred

Bachelor's degree preferred

Benefits

Medical
Dental
Vision
Federal and state leave programs

Company

Beacon Hill

company-logo
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

H1B Sponsorship

Beacon Hill has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (38)
2024 (94)
2023 (76)
2022 (60)
2021 (77)
2020 (86)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Amber Leslie
Executive Assistant to CEO
linkedin
leader-logo
Amy Van Sicklin
Chief Culture Officer
linkedin
Company data provided by crunchbase