Underwriting & Service Manager

Job not on LinkedIn

🔥 11 hours ago

🇺🇸 United States – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

📋 Underwriter

👻 Ghost score 25%

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

• Lead the underwriting and service functions as the company scales • Manage and support the current team of client specialists • Recruit, interview, and help hire additional client specialists • Train the existing team and future hires on underwriting and service standards • Set clear expectations and hold the team accountable • Work life insurance applications end-to-end from submission through carrier underwriting, policy delivery, and funding • Resolve service requests and coordinate medical exams, labs, APS requests, and other underwriting requirements • Follow up with carriers to keep cases moving • Build and maintain underwriting and client service SOPs • Improve case and service-request tracking, communication, and resolution processes • Maintain accurate CRM notes, pipeline visibility, and leadership reporting • Ensure a calm, proactive, well-communicated underwriting experience for clients • Partner with coaches to keep them informed and their clients prepared • Serve as the escalation point for cases and service issues requiring experienced judgment • Report directly to the Director of Operations

🎯 Requirements

• Prior experience in life insurance underwriting, case management, or a related operations role • Experience training, leading, or mentoring others • Strong written and verbal communication skills • Reliable high-speed internet and home office setup • Comfortable working remotely and independently • Available a minimum of 20 hours per week during core Central Time business hours, with room to grow toward full-time as the team and workload scale • Comfortable on Zoom and in a collaborative remote environment • Proficiency with technology and ability to learn new systems quickly • Experience with HubSpot, Slack, Outlook, Monday.com, Dropbox, insurance carrier portals is a plus • No insurance license is required for this role

🏖️ Benefits

• Fully remote position with real leadership impact • A seat at the table as we scale toward major company growth goals • Meaningful, mission-driven work • Strong team culture and support • Access to company educational resources and training • Significant opportunity for long-term growth as the company scales • Performance-based bonus tied to underwriting and service efficiency