Underwriting Support Specialist (Remote)

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.

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.

including: attending Physician Statements (APS), paramedical exams and laboratory

, prior or concurrent application data and supplemental questionnaires and follow-up documentation Monitor outstanding

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

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 Quality & Compliance 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 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 Preferred Expertise, Skills, and Abilities 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 are dedicated to supporting the well‑being and future of ou