Experience the power of collaborative thinking.
Life Insurance • Annuities • Retirement Planning • Wealth Transfer
June 12
🏡 Remote – Anywhere in California
Experience the power of collaborative thinking.
Life Insurance • Annuities • Retirement Planning • Wealth Transfer
• The role will supports both large case underwriting and relationship building for key distribution relationships while also assisting to build out technical underwriting needs supporting the Director, Technical Underwriting. • The role works large cases with the underwriting team establishing and applying the stated guidelines. • It also supports the expansion and routine uplift of underwriting guidelines. • Building awareness with competitive details finding the balance of supporting the guidelines and expected mortality pricing. • Role may also become involved in other technical underwriting projects to support the success of the overall department.
• AA or BA degree preferred • Relevant experience considered in lieu of degree • 5+ years of Life Underwriting experience including large cases, detailed medical impairment understanding, and alternative methods and requirements for predictive information • $2-5 million life approval limit • Proven track record for success with customer relationships • Strong verbal and written communication skills • Experience with alternative requirements and underwriting data sources and tools. • FLMI and FALU designations or proven track records to completing these designations. • Reinsurance experience preferred
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