Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services
Core
Senior Underwriting Specialist leading the life insurance and Asset & Income Protection process from initial strategy through policy placement and ongoing service for clients and advisors.
Role type
Senior Underwriting Specialist (Individual Insurance)
Builds
Customized insurance solutions and carrier strategies
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Life insurance underwriting, case design, illustrations, carrier selection, CRM management, regulatory compliance
Preferred skills
Life insurance licensing, Microsoft Office proficiency
Responsibilities
Guide clients and advisors through the underwriting journey, manage the full lifecycle of life insurance cases, coordinate applications with brokerage general agency, oversee medical requirements and underwriting follow-ups, maintain accurate documentation in CRM systems, resolve service needs including policy changes and billing adjustments.
Seniority
Senior, hands-on IC