Executive, New Business & Policy Underwriting - Agency
Core
Assess and underwrite life, disability, critical illness, and health insurance cases for the Agency (Mass) channel within delegated authority to ensure compliant customer onboarding.
Role type
Underwriter (Life/Health Insurance)
Builds
Insurance policies and coverage
Domain
Insurance / Life & Health
Required skills
Life/health insurance underwriting, case management, regulatory compliance, risk assessment, KPI tracking, evidence review
Preferred skills
Quality assurance in underwriting, root-cause analysis, stakeholder coordination
Technologies
Underwriting guidelines, case management systems
Responsibilities
Assess and underwrite insurance cases within authority limits; manage assigned cases to meet SLAs; ensure compliance with policies and regulations; coordinate with stakeholders for case resolution; track productivity and quality performance; participate in training and knowledge sharing.
Seniority
Junior to Mid-level, hands-on IC