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Underwriter

72k – 85kDallas, TXRemote2+ YOE
Summary

Underwriter handling high-volume transactional underwriting, complex appeals, compliance audits, claims review, and carrier relations to ensure policy issuance aligns with guidelines. Requires 2+ years underwriting experience, knowledge of FCRA/OFAC/MIB, and advanced Excel skills.

About the role

Responsibilities

  • Underwriting & Appeals: Execute transactional tasks, manage complex appeals, draft decline letters, and resolve application discrepancies or medical impairment inquiries.
  • Compliance & Audit: Lead Post Issue Audits (PIA), manage MIB reporting, and conduct partner reviews to ensure adherence to carrier and regulatory guidelines.
  • Claims & Data Integrity: Review applications for accuracy prior to FNOL submission, manage claim status changes in the Admin Portal, and maintain consolidated claims reporting.
  • Carrier & Partner Relations: Act as the primary technical point of contact for carrier inquiries, facilitate reinsurance meetings, and manage data vendor audits (e.g., Milliman).
  • Process Improvement: Manage the general underwriting mailbox to improve response times and collaborate with the CX team on "Future Feature" requests and Gen-AI tool testing.
  • Operational Support: Maintain travel advisories, monitor OFAC watchlists, and provide backup for general operations and reporting.

Requirements

  • 2+ years in underwriting (Insurance/Financial Services) with a focus on claims or technical underwriting.
  • Deep understanding of FCRA, OFAC, MIB coding, and medical impairment risk evaluation.
  • Advanced Microsoft Excel skills; experience with underwriting workbooks, Admin Portals, and Milliman reports.
  • Strong ability to investigate disputed data, audit complex files, and interpret evolving carrier guidelines.
  • Proven ability to draft legally compliant correspondence and manage high-level relationships with external carriers and reinsurers.
Skills
ExcelMIBFCRAOFACMillimanAdmin Portalsunderwriting workbooksGen-AIPIAFNOL
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