Job Description

Job Description

Job Description

Job Description:

A life insurance client is looking for an Individual Life Underwriter to evaluate/handle all underwriting aspects of formal & informal life insurance applications and determine whether to accept, modify or decline a risk through evaluation of an individual’s medical history or physical condition, occupational hazard, and financial background. This opportunity is anticipated to be 6+ months in duration and is work-from-home.

Job Responsibilities:

• Evaluate and handle all underwriting aspects of formal & informal life insurance applications
• Determine whether to accept, modify, or decline a risk through evaluation of an individual's medical history or physical condition, occupational hazard, and financial background
• Deliver the best offer first to drive the sale and not only a decision.
• Provide efficient, quality service to third party firms, their staff and their advisors
• Communicate effectively with customers to explain underwriting decisions and facilitate placement of business
• Understand underwriting policies, guidelines, practices and procedures
• Influence and champion changes to improve processes while maintaining mortality expectations
• Tailor communication style to fit a variety of target audiences, i.e. agency, new business personnel and foster relationships with advisors and third party partners
• Collaborate effectively with stakeholders to gather information necessary for decision making and to select profitable risks
• Provide consultations with third party firms to resolve, rate questions and discrepancies, or risk related concerns. Consider total case financials, relationship and value of customer
• Leverage interpersonal and emotional intelligence skills to develop relationships with key business partners across this competitive landscape, which can be relied on to inform decisions and communicate underwriting decisions
• Able to independently work assigned requests with minimal direction. Comfortable with ambiguity.
• Build trust and foster strong rapport with colleagues, business partners, and third party customers

Requirements:

• Minimum 5 years life underwriting experience
• 2+ years of recent experience with individual life underwriting
• $3-5 million signing authority

The Jacobson Group is the leading provider of insurance talent. For more than 50 years, we have been connecting insurance organizations with professionals from the board room to the back room on both a permanent and temporary basis. We offer a variety of solutions including executive search, professional recruiting, temporary staffing, subject matter experts, and onsite and work-at-home operations support. Regardless of the need or situation, Jacobson is the insurance talent solution.

Company Description

The Jacobson Group is the leading provider of insurance talent. For more than 50 years, we have been connecting insurance organizations with professionals from the board room to the back room on both a permanent and temporary basis. We offer a variety of solutions including executive search, professional recruiting, temporary staffing, subject matter experts, and onsite and work-at-home operations support. Regardless of the need or situation, Jacobson is the insurance talent solution.

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