Northwestern Mutual ยท 1 week ago
Life Underwriting Sr Specialist - Remote
Northwestern Mutual is a leading financial services company, and they are seeking a Life Underwriting Sr Specialist. The role involves building relationships with Financial Advisors and internal partners while underwriting Life, Disability, and Long-term Care insurance policies to meet quality, service, and production goals.
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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 guidance, as needed
Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes
Develops and demonstrates change agility while maintaining mortality and morbidity expectations
Demonstrates continuous learning through the early adoption of new ways of underwriting
Develops proficiency with Reinsurance programs and determining 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
Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement
Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers
Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance
Discusses cases with peer reviewers with medical and technical staff, as needed
Understands and meets all quality, service, and production goals
Solves issues & escalations, with guidance as needed
Partners with Underwriting Support for case management
May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed
Qualification
Required
1.5 years of traditional underwriting experience
Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules
Excellent written and oral communication skills with the ability to handle confidential information, and 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
Highly organized with the ability to establish priorities and meet deadlines
Displays agility to manage multiple tasks and adapt in a changing work environment
A bachelor's degree or equivalent combination of education and experience is preferred
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.
H1B Sponsorship
Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageRecent News
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