Life Underwriting Trainee
Core
Assess life insurance applications and classify risks with guidance from experienced underwriters, supporting National Accounts, MGAs, and Traditional Producers.
Role type
Junior Life Underwriter (Trainee)
Builds
Life insurance policies for individuals and families
Domain
Insurance / Life Insurance
Deliverable
client delivery
Required skills
risk assessment, critical thinking, medical terminology knowledge, financial concepts analysis, regulatory compliance, clear communication, organization, adaptability
Preferred skills
insurance/underwriting exposure, LOMA/ALU certification, university degree, medical training
Technologies
Microsoft Word, Excel, internet-based applications
Responsibilities
Review medical, financial, occupational, and lifestyle information; identify missing or unclear information; document findings and rationale; organize case workload; communicate underwriting decisions; follow applicable legislation and privacy requirements.
Seniority
Junior, Trainee