Underwriting Support Specialist

MDD Forensic Accountants

Underwriting Support Specialist at Davies North America conducting medical interviews and managing underwriting for insurance applications. Collaborating with underwriters to ensure cases are comprehensive and complete.

Posted 7/16/2026full-timeRemote • Alabama • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in conducting structured telephonic medical history interviews while maintaining professionalism and confidentiality. Proficient in documentation accuracy, regulatory compliance, and collaboration with underwriters and stakeholders.

Highest-signal resume keywords

Telephonic Medical History InterviewsDocumentation AccuracyRegulatory ComplianceUnderwriting ExperienceMedical Terminology Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Underwriting ProceduresCase ManagementPolicy Administration SystemsMedical History GatheringInformation Documentation

Soft Skills

Strong Verbal CommunicationActive ListeningAttention to DetailOrganizational SkillsTime Management

Industry Keywords

InsuranceHealthcareFinancial ServicesLife InsuranceDisability InsuranceLong-Term Care Insurance

About the role

Key responsibilities & impact

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: 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
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
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

Requirements

What you’ll need

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
Experience supporting life, disability, or long-term care insurance underwriting (preferred)
Familiarity with medical terminology (preferred)
Experience with underwriting, case management, or policy administration systems (preferred)
Prior tele-interviewing or insurance intake experience (preferred)

Benefits

Comp & perks

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