Winged Keel Group · 1 day ago
Underwriting Assistant
Boston, MA
Full-time
Onsite
New Grad, Entry LevelWinged Keel Group is an independent life insurance brokerage firm that specializes in wealth accumulation and transfer strategies for ultra-high net worth families. They are seeking a Life Insurance Underwriting Assistant to provide administrative support to the Underwriting team, including case setup, data entry, and preparing necessary documentation for insurance policies.
BankingFinancial ServicesVenture Capital
Responsibilities
Case set up: Create client folder and case record in database
Prepare client HIPAA Authorization forms for signature
Request Attending Physician Statements (APS’s) from doctors’ offices, arrange for payment, and follow up regularly until obtained
Obtain prescription checks, exam paperwork, lab results, and motor vehicle reports
File and save documents in client and department resource folders
Submit underwriting files and paperwork to carriers
Assist with tracking and recording carrier informal offers in spreadsheet
Download life insurance application paperwork and supplemental forms
Complete life insurance applications and prepare for signature on DocuSign
Prepare policy delivery packages to client
Prepare invoices
Data entry: Input client, application, and policy information in company database
Create FedEx labels and packages, and oversee sending out packages
Assist with the file breakdown when a case closes and the transition of the case to the Client Services team
Develop basic knowledge of carrier products
Qualification
Required
Bachelors degree
High attention to detail
Strong organizational skills
Ability to consistently meet deadlines
Likes following a process and seeing a project through to completion
Ability to work individually or with a team when necessary
Effective communication skills with internal and external parties
Ability to take direction and effectively carry out any tasks expected to complete
Ability to multitask with strong prioritization skills
Maintains precise notes on any processes, training, or client information
Knowledge of Microsoft Office, Microsoft Outlook, Adobe Acrobat, and SalesForce
Ability and willingness to learn new programs and processes
Takes initiative with urgent, time sensitive tasks
Maintains a positive, can-do attitude
Benefits
Eligible for annual bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Company
Winged Keel Group
Winged Keel Group is a financial services company specializing in structuring and administration of insurance portfolios.
Founded in 1989
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