Winged Keel Group · 2 days ago
Life Insurance Underwriting Director
Boston, MA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expWinged Keel Group is the premier national platform for high-end life insurance solutions. The Director of Institutional Life Insurance Underwriting and Case Management leads underwriting and case management functions, ensuring operational efficiency and exceptional client experience while managing a high-performing team.
BankingFinancial ServicesVenture Capital
Responsibilities
Oversee all aspects of underwriting for institutional and private placement life insurance products
Establish and maintain underwriting guidelines, risk tolerance standards, and escalation procedures
Review complex, high-value cases and provide underwriting decisions or recommendations
Collaborate with carriers to negotiate best offers
Ensure compliance with regulatory and company standards, including privacy and anti-money laundering (AML) protocols
Lead and develop a team of case managers and underwriting specialists handling large, high-profile cases
Implement workflows to ensure timely processing, accuracy, and communication with clients and advisors
Anticipate and resolve case challenges proactively
Track and report service-level metrics, identifying trends and areas for process improvement
Partner with Client Relationship Managers and Operations to support growth objectives and deliver a seamless client experience
Develop and refine onboarding and training for new underwriters and case managers
Leverage technology and automation tools to increase case throughput and visibility
Provide insights and recommendations to leadership on underwriting trends, risk management, and market competitiveness
Lead, coach, and mentor a high-performing team with a focus on professional development and succession planning
Foster a culture of accountability, collaboration, and continuous improvement
Manage staffing and workload balance in response to rapid growth and changing business demands
Qualification
Required
Bachelor's degree required
10+ years of progressive experience in life insurance underwriting, with at least 3–5 years in a leadership role
Strong understanding of institutional, private placement, or corporate-owned life insurance
Experience working Financial Advisors in the High-Net-Worth space
Strong understanding of the ticketing system, regulations and compliance in the wire house and bank channels
Proven ability to manage complex, high-net-worth or jumbo cases
Deep knowledge of underwriting guidelines, medical and financial risk assessment, and reinsurance practices
Strong analytical and decision-making skills
Exceptional communication and relationship management abilities
Proficiency with digital underwriting systems and workflow tools
Preferred
advanced degree or industry designation (CLU, FLMI, FALU, CFP, or similar)
Experience leading case management or new business operations
Benefits
Medical
Dental
Life
Disability
401(k)
Flexible Spending Account
Other voluntary benefits
Company
Winged Keel Group
Winged Keel Group is a financial services company specializing in structuring and administration of insurance portfolios.
51-200 employees
H1B Sponsorship
Winged Keel Group 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
2024 (2)
2021 (5)
Funding
Current Stage
Growth StageTotal Funding
unknown2025-01-13Acquired
Recent News
Morningstar.com
2025-09-29
Company data provided by crunchbase