Client Success, Underwriting Specialist

🕒 May 14

🇺🇸 United States – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 57%

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.

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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 for 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 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 client onboarding into company systems and community • Serve as a trusted client point of contact throughout underwriting • Translate carrier communication into clear, client-friendly messaging • Provide timely updates to clients and coaches • Assist policyholders with service-related requests • Coordinate carrier service forms and policy changes • Maintain accurate CRM notes and pipeline updates • Track tasks, workflows, and follow-ups in company systems • Collaborate 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 • Applicants must submit a current resume • Applicants must provide a short video introduction • Applicants must complete the Culture Index assessment • 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 • Performance-based bonuses tied to applications and funded policies