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Experienced Field Underwriter - Life Insurance

Kansas City, MO | Full-time or part-timeAbout this positionWe're looking for a Field Underwriter to support our Life Insurance Sales team and act as a subject-matter expert for all underwiring related matters. Ideal candidates will have extensive experience in the life insurance industry, demonstrable and extensive product knowledge from a large variety of carriers and excellent coaching skills. Work schedule requires flexibility, and may require working evening / weekend shifts.Duties & Responsibilities
  • Review and analyze customer applications for life insurance
  • Evaluate eligibility based on customer data, Rx check, and financial assessment
  • Closely interact with advisors to discuss and assist specific cases, and provide guidance as needed
  • Support business and product efforts, suggest and implement improvements to current flows, procedures and tools aimed to support advisors' role
  • Collaborate with both the Sales and Customer Success teams to ensure an excellent customer experience
  • A bachelor's degree
  • Minimum of 4 years' experience underwriting for life insurance
  • Mastery of life insurance underwriting; excellent product knowledge and familiarity with multiple carriers
  • Excellent analytical and decision making skills
  • Willingness to work evening / weekend shifts
  • High sense of urgency and problem-solving state of mind
  • A teamwork mindset – take ownership of your work AND your team's success, and take initiative
  • Must feel comfortable working and adapting to new technologies and have an ability to navigate multiple systems
  • Honesty and integrity
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