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(Remote) Underwriting Reporting Manager

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
Illinois (USA), United States

Offer summary

Qualifications:

5 years experience in underwriting field, Proficient with Excel, MS Word, Outlook, 2-3 years creating Crystal Reports, Basic accounting and math skills, Strong research and organizational skills.

Key responsabilities:

  • Provide daily reports to underwriting staff
  • Maintain business-specific information methods
  • Execute mail merge for client notifications
  • Assist with internal and external audits
  • Analyze reporting needs for department objectives
Fidelity Life logo
Fidelity Life https://www.fidelitylife.com/
201 - 500 Employees
About Fidelity Life
Since 1896, Fidelity Life has been focused on helping everyday families secure their financial future with life insurance. With a broad range of products for every stage of life, we’re constantly looking for new ways to make life insurance simple, accessible, and affordable. We help everyday Americans achieve greater financial security by making life insurance more accessible and affordable. It's a big responsibility, and one we take seriously. We thoughtfully design policies and responsibly manage our business, so we'll be there for you when you and your family need us. For more than a decade, Fidelity Life has partnered with our sister company, eFinancial, to help consumers find the life insurance policy that best meets their needs. Together, Fidelity Life and eFinancial are working hard to make life insurance more accessible and affordable for everyday people.
See more Fidelity Life offers

Job description

Logo Jobgether

Your missions

Key Responsibilities

  • Crystal Report software proficiency for construction and design of custom, ad hoc and production reports
  • Provide underwriting staff crucial information daily - identifying active caseloads
  • Create and schedule methods for maintaining business specific information to include MIB codes, APS ordering, rescissions and underwriting decision outcomes
  • Assist in obtaining information for periodic internal and external business audits
  • Ability to execute mail merge for client notifications
  • Respond to both internal & external department and vendor requests for data summaries
  • Provide analysis of department and company business needs in order to determine best methods of reporting to accomplish the intended objectives of the data and reporting being requested
  • Confident working with other company personnel- data analysts, IT staff and programmers
  • Administrative duties on some Underwriting Department web-based programs
  • Track and audit invoices from vendors relating to both the Life Operations & Underwriting Departments
  • Provide administrative support for the Underwriting Department

Qualifications

  • Preferably at least 5 years of experience in the field
  • Analytical and critical of detail is essential
  • Self-starter and able to contribute in a team environment
  • Basic accounting/math skills
  • Strong ability to research data both internal and external, audit for accuracy
  • Effective organizational skills with focus on details, tracking and follow-up
  • Demonstrated ability to correspond and communicate in a professional manner
  • Ability to work well under pressure and be flexible
  • Solid written and verbal communication skills
  • Proficient with Excel, MS Word, Outlook and the internet
  • 2-3 years experience creating and maintaining Crystal Reports.

Remote Work Is Not Available In The Following States

California, Colorado, and New York.

#FidelityLifeAssociation #hiring #IND-Corporate

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
Check out the description to know which languages are mandatory.

Hard Skills

Business CorrespondenceData AnalysisCrystal Reports (Reporting Software)Accounting

Soft Skills

  • Teamwork
  • Detail Oriented
  • Microsoft Outlook
  • Organizational Skills
  • Microsoft Word
  • Physical Flexibility
  • Analytical Skills
  • Microsoft Excel
  • Communication
Are you interested?

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