Northwestern Mutual · 5 days ago
Underwriting Consultant - Remote.
United States
Full-time
Remote
Mid, Senior Level
$77K/yr - $142K/yr
5+ years expNorthwestern Mutual is a leading financial services company, and they are seeking an Underwriting Consultant to build relationships with Financial Advisors and internal partners. The role involves underwriting life, disability, and long-term care insurance policies, ensuring quality and production goals are met while providing guidance and support to the financial network.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal
Responsible for prescreen inquiries
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed
Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs
Uses advanced skills to review applications and adheres to underwriting standards
Solves complex problems and escalations
Advanced level of experience with NM product types and changes
Models change agility while maintaining mortality and morbidity expectations
Demonstrates continuous learning through the early adoption of new ways of underwriting
Proficient with Reinsurance programs and able to determine where to best place a case
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made
Provides active case and requirement management and provides customized service with guidance
Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement
Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers
Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.)
Collaborates with medical directors and technical staff
Responsible for adherence to procedures and regulatory processes
Understands and meets all quality, service, and production goals
Partners with Underwriting Support for case management
Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives
Collaborates and designs P3 curriculum with L&D/Tech Team
Qualification
Required
Only applicants with individual life underwriting experience will be considered for this role
Minimum of 5 years of underwriting experience
Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules
Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness
Proficient in computer skills and using various software packages
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment
A high degree of organization and the ability to establish priorities and meet deadlines
Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees
Displays agility to manage multiple tasks and adapt in a changing work environment
Preferred
A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review
Benefits
Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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