Underwriting Specialist - Life Insurance

April 25

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DT Professional Services

Your Technology Services Partner

Dev Ops • Project/Program Management • Cloud Services • Staff Augmentation

11 - 50

Description

• Evaluate, classify and underwrite individual applications and benefits within approval limits, up to $2,500.00 • Consult with field (Agent/DM, etc.) regarding current or potential life insurance applications to review underwriting requirements, guidelines, and practices • Work on complex business cases, such as buy/sell arrangements, deferred compensation, split dollar and executive bonuses

Requirements

• High school diploma or equivalent • 5 years of Life Underwriting experience, including at least 2 years as a Senior Life Underwriter (or comparable experience) • Understand compliance and regulatory landscape within the scope of underwriting • Strong PC skills with emphasis in MS Office • Demonstrated strong verbal and written communication skills

Benefits

• Proactively increase agent knowledge of individual insurance concepts especially with their high net worth clientele • Inform chief underwriter or underwriting management of any unusual or unexpected trends found during daily underwriting • Provide timely and professional communications to internal and external customers on various tasks relating to the underwriting process

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