Client Success, Underwriting Specialist

Job not on LinkedIn

🕒 May 14

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 32%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Wealth Without Wall Street

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Wealth Without Wall Street is a financial education company that empowers individuals to achieve financial freedom through a structured plan. They guide users on a 3-step path that starts with creating a vision of financial freedom, identifying their investor profile, and providing step-by-step support. The company's strategies focus on increasing cash flow and managing debt, helping clients shift their mindset to prioritize passive income over traditional income methods.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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