Underwriting Support Specialist (Remote)

About the role

Join our dynamic team at Davies North America, a leading player in the insurance and regulated sectors. As an Underwriting Support Specialist, you’ll play a crucial role in supporting the underwriting process by conducting structured medical interviews, preparing applications, and ensuring all cases are ready for underwriters.

Responsibilities

• 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
• Review applications for missing or incomplete information prior to applicant interviews
• Order, coordinate, and track underwriting requirements including 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
• 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
• Participate in quality reviews, coaching, and continuous improvement initiatives
• Ensure confidentiality and proper handling of sensitive applicant information

Requirements

• 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

Skills, knowledge & expertise

• 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

Benefits

At Davies North America, we offer a comprehensive benefits package designed to support your well-being and future. This includes:

• Medical, dental, and vision plans
• 401(k) plan with employer matching
• 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

Equal Employment Opportunity & Legal Notices

Davies North America is committed to fostering a diverse and inclusive workplace. We promote an environment where all voices are valued and heard. Our benefits package includes:

• Medical, dental, and vision plans to support your health and that of your family
• 401(k) plan with employer matching
• 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

Background Check & Fair Chance Compliance

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.