8 часов назад
Life Underwriting Specialist (Life Insurance)
60 880 - 91 320$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Life Underwriting Specialist (Life Insurance): Analyzing and appraising life, disability, and long-term care insurance applications while supporting Financial Advisors and internal partners with an accent on risk assessment, policy decisions, and case management. Focus on evaluating financial and medical information, explaining modified or declined decisions, and maintaining quality, service, production, mortality, and morbidity standards.
Location: Franklin, Wisconsin, corporate office
Salary: $60,880–$91,320 per year
Company
provides financial and insurance services with a focus on client interests.
What you will do
- Build relationships and communicate with Financial Advisors, Financial Representatives, clients, and internal partners.
- Analyze and appraise life, disability, and long-term care insurance applications, approving, classifying, or declining cases with guidance.
- Conduct financial, medical, and lay underwriting assessments while maintaining mortality and morbidity expectations.
- Manage cases and requirements, obtain necessary information, and support policy placement.
- Explain and negotiate modified or declined decisions with field partners and resolve issues and escalations with guidance.
- Follow underwriting standards, regulatory procedures, and quality, service, and production goals.
Requirements
- Bachelor's degree preferred, or an equivalent combination of education and experience.
- Analytical skills, sound judgment, and the ability to make independent decisions under established rules.
- Excellent written and oral communication skills, including tact, diplomacy, resourcefulness, and confidentiality.
- Computer proficiency and experience using various software packages.
- Ability to work accurately and efficiently in both team-based and independent production environments.
- Strong organization, prioritization, deadline management, attention to detail, and adaptability.
Culture & Benefits
- Inclusive and fast-paced work environment.
- Continuous learning and early adoption of new underwriting methods.
- Opportunities to collaborate with peer reviewers, medical and technical staff, and Underwriting Support.
- Required testing must be successfully completed and passed.
- Equal opportunity workplace welcoming individuals from diverse backgrounds.
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