Life Care Specialist
Core
Facilitates the underwriting process for life insurance applications submitted by financial advisors/agents, coordinating requirements gathering and communicating with underwriters and carriers.
Role type
Life insurance underwriting support specialist
Builds
Life insurance policies and risk assessments for clients
Domain
Financial services / Life insurance
Required skills
Life insurance underwriting knowledge, medical record review, risk class determination, application processing, carrier communication, regulatory compliance
Preferred skills
Life, Health and Variable Annuities License
Technologies
Agency management systems, standard office software
Responsibilities
Assist financial advisors/agents in completing life insurance applications, review medical records to determine risk class, communicate with insurance carriers regarding submitted applications, update agency management system as cases move through underwriting, resolve underwriting issues and offers 'other than as applied for', maintain contacts at insurance carriers.
Seniority
Mid-level, hands-on IC