Winged Keel Group
Finance • Insurance • Wealth Management
Winged Keel Group is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families. Founded in 1989, the company is known for its unbiased advice and domain expertise in life insurance products and planning structures, enabling clients to achieve their long-term financial goals. With a focus on independence and robust infrastructure, Winged Keel Group is dedicated to providing high-quality service and support throughout the life of a client's insurance portfolio, fostering long-term relationships and ensuring continuity of service across generations.
Life Insurance Underwriting Associate
Job not on LinkedIn
March 29
🏄 California – Remote
⛰️ Colorado – Remote
+4 more states
⏰ Full Time
🟢 Junior
🟡 Mid-level
📋 Underwriter
🚫👨🎓 No degree required
Winged Keel Group
Finance • Insurance • Wealth Management
Winged Keel Group is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families. Founded in 1989, the company is known for its unbiased advice and domain expertise in life insurance products and planning structures, enabling clients to achieve their long-term financial goals. With a focus on independence and robust infrastructure, Winged Keel Group is dedicated to providing high-quality service and support throughout the life of a client's insurance portfolio, fostering long-term relationships and ensuring continuity of service across generations.
📋 Description
• The Life Insurance Underwriting Associate is responsible for the coordination and management of all aspects of the underwriting and implementation process. • This includes providing efficient, pro-active service to clients, negotiating with the life insurance companies, and having in-depth knowledge of life insurance products and carriers, applications and the underwriting process. • Position Responsibilities: General underwriting case management. • Provide regular case status updates to the Client Relationship Managers (CRMs) and Project Managers (PMs). • Ensure that status updates are emailed to clients and advisors either directly or through the CRMs and PMs regularly. • Confirm that agent is contracted, licensed, and appointed. • Conduct 15-30-minute telephone interviews with clients or advisors to collect their personal, financial, medical, and avocation history. • Schedule medical exams, send reminders and follow up to ensure successful completion. • Coordinate ordering of APS records and review records upon receipt to assess medical history. • Negotiate with carrier underwriters for best possible risk classification and elimination of additional requirements. • Understand how final offers will impact the case design and work cooperatively with design analysts to update the design appropriately. • Complete and review life insurance application paperwork. • Work closely with insurance company case managers to ensure all items are processed and policies are issued in an efficient and timely manner. • Prepare and send Portfolio Summaries to clients after coverage has been placed in force. • Breakdown underwriting files and inform Client Services team of future administrative obligations for the portfolio.
🎯 Requirements
• Strong knowledge of the life insurance underwriting process and life insurance terminology preferred • 3-5 years’ experience in the life insurance industry preferred • Knowledge of broker-dealer and licensing preferred • Strong understanding of life insurance risk classifications • General medical knowledge (ability to read Attending Physician Statements) • Strong interpersonal and communication skills – written and verbal • Strong negotiating skills • Strong problem-solving skills • Proficient in Word and Excel • Ability to work in a fast-paced environment along a steep learning curve • Ability to organize, prioritize and manage multiple tasks and requests • Ability to work under pressure and meet deadlines while being pro-active • Highly detail oriented • Exercises good judgement
🏖️ Benefits
• Attractive annual compensation package is commensurate with experience • Eligible for annual profit sharing bonus • Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
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