Fund Operations, Underwriting Support Specialist

Outsource Access Careers

. Analyze insurance contracts and medical records to support underwriting decisions .

Posted 9/23/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates meticulous accuracy and attention to detail in analyzing insurance contracts and medical records, while effectively managing policy onboarding and premium payment processing. Proficient in Excel and specialized industry systems, with a proactive approach to problem-solving and workflow improvements.

Highest-signal resume keywords

Excel ProficiencyInsurance Contract AnalysisPolicy Onboarding ManagementQuality Control ChecksWorkflow Improvement Suggestions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Contract AnalysisPolicy Onboarding ManagementPremium Payment ProcessingQuality Control ChecksFinancial Spreadsheet MaintenanceValuation File ManagementInvestor Report PreparationDiscrepancy IdentificationWorkflow ImprovementDocumentation Organization

Soft Skills

Meticulous AccuracyAttention to DetailResourceful Problem-SolvingProactive CommunicationCommitment to Professionalism

Tools & Technologies

ExcelLexServProtectFlowLyric

Industry Keywords

Underwriting DecisionsInsurance CasesLongevity FundsSOP ConsultationTraining Material Review

About the role

Key responsibilities & impact

Analyze insurance contracts and medical records to support underwriting decisions
Organize documentation for complex insurance cases
Own policy onboarding and premium payment processing
Track policy and operational updates for longevity funds
Conduct quality control checks
Maintain financial spreadsheets, valuation files, and investor reports
Identify discrepancies and suggest workflow improvements
Proactively communicate important findings and context

Requirements

What you’ll need

Meticulous accuracy and attention to detail
Resourceful problem-solving ability
Ability to consult SOPs and independently review extensive training materials
Proactive insights and solution-oriented approach
Commitment to care, growth, and professionalism
Excel proficiency
Comfort learning specialized industry systems such as LexServ, ProtectFlow, or Lyric
Dedicated, quiet, distraction-free home workspace
Highly reliable internet connection
Ability to collaborate in real time during US Mountain Time hours

Benefits

Comp & perks

Comprehensive HMO coverage with a top provider
Group Life Insurance
Paid leave credits
Government-mandated benefits
Performance incentives
Overtime Pay
Night Differential
13th Month Pay