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Underwriting Implementation Level I

  2026-07-01     Allied National     Overland Park,KS  
Description:

Description: The Underwriting Implementation Level 1 will apply the knowledge of Allied's products, plan documents, underwriting manuals and computer systems including company procedures and philosophies, to create a systemized workflow to assist the Medical Underwriters with their duties. Responsibilities: · Create New Business Workflow sheet. · Set up New Case information. · Issue in Allied's proprietary system all approved New Business and resolve any rate discrepancy as needed. · Prepare group ID cards for mailing on all new business groups and employee additions. · Create Stop Loss documents on Self-Funded new business and Self-Funded renewal business. · Sort and distribute incoming mail promptly. This includes physical paper main and Contact Management activities. Deliver outgoing mail to the other departments and Office Services according to the published schedule. · Daily review and processing of incoming emails in the Underwriting email box. This includes a review of the content of the received email and either create a contact management activity to have the email queued up for processing or forward the email in its entirety including attachments to the appropriate staff member to handle. · Monthly/daily renewal prep & processing. This includes compiling the monthly renewal list, creating renewal folders and renewal processing sheets. Creating renewal Stop Loss documents and AI indexing. · Review and process returned mail, address changes, name changes, duplicate ID cards and license updates. Requirements: Must have a high school diploma or equivalent. 1-2 years of related work experience is required. Ability to work under varying workloads and deadlines. Intermediate level proficiency with Windows-based systems such as Microsoft Word and Excel. PI9b9f42c596ec-25448-40756487a25371ca-cde7-4fb6-ba87-2cf40b156c8b


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