Underwriting Consultant
Core
Communicate underwriting decisions, influence case outcomes, and act as a liaison between Sales, Underwriting, and Strategy teams to improve placement success.
Role type
Underwriting Consultant (Senior Underwriter)
Builds
Insurance case positioning and underwriting recommendations for individual insurance products.
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Individual insurance product knowledge, underwriting fundamentals, risk assessment, case repositioning, guideline analysis, escalation management
Preferred skills
FLMI and FALU designations, analytical mindset, solution-oriented approach
Technologies
None stated
Responsibilities
Respond to daily underwriting inquiries, provide pre-underwriting opinions (medical, non-medical, financial), analyze cases per guidelines, reposition cases to improve outcomes, explain decisions to advisors and partners, support field teams with escalations and training
Seniority
Mid-level (2-4 years experience as Senior Underwriter)