Client Success, Underwriting Specialist

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Wealth Without Wall Street

WebsiteLinkedInAlle Stellen

1 - 10 Mitarbeiter

Gegründet 2017

💸 Finanzen

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Wealth Without Wall Street ist ein Unternehmen für finanzielle Bildung, das Einzelpersonen befähigt, durch einen strukturierten Plan finanzielle Freiheit zu erreichen. Sie leiten Benutzer auf einem 3-Schritte-Weg, der mit der Erstellung einer Vision von finanzieller Freiheit beginnt, ihr Anlegerprofil identifiziert und schrittweise Unterstützung bietet. Die Strategien des Unternehmens konzentrieren sich auf die Erhöhung des Cashflows und die Verwaltung von Schulden, um Kunden dabei zu helfen, ihre Denkweise zu ändern und passives Einkommen gegenüber traditionellen Einkommensmethoden zu priorisieren.

Beschreibung

• Coordinate life insurance applications from submission through final policy delivery • Gather and organize client information needed for successful carrier submission • Submit applications and supporting documents to insurance carriers • Coordinate medical exams, labs, APS requests, and underwriting requirements • Communicate proactively with clients regarding outstanding requirements • Follow up consistently with carriers to keep cases moving efficiently • Help coaches prepare clients for underwriting expectations and next steps • Coordinate policy delivery and funding logistics • Assist with onboarding clients into our systems and community after policy placement • Serve as a trusted guide and point of contact for clients throughout the underwriting process • Translate carrier communication into clear, professional, client-friendly messaging • Maintain a calm, professional, and reassuring presence during underwriting challenges • Provide timely updates and proactive communication to both clients and coaches • Assist existing policyholders with service-related requests • Coordinate carrier service forms and policy changes when needed • Maintain accurate CRM notes and pipeline updates • Track tasks, workflows, and follow-ups inside company systems • Collaborate closely with coaches and operations leadership

🎯 Anforderungen

• Strong written and verbal communication skills • Reliable high-speed internet and home office setup • Comfortable working remotely and independently • Available during core Central Time business hours • Comfortable on Zoom and in a collaborative remote environment • Ability to manage multiple moving pieces simultaneously • Proficiency with technology and willingness to learn new systems quickly • Experience with any of the following is helpful, but not required: • - HubSpot • - Slack • - Outlook • - Monday.com • - Dropbox • - Insurance carrier portals • - Customer service or client success experience • - Life insurance or underwriting operations • No insurance license is required for this role.

🏖️ Vorteile

• Fully remote position • Flexible scheduling environment • Meaningful, mission-driven work • Strong team culture and support • Access to company educational resources and training • Opportunity for long-term growth as the company scales • A team that values relationships, ownership, communication, and continuous learning