PhoenixRecruiter
the smart solution for Phoenix jobs

Senior Life Insurance Field Underwriter and New Business Specialist

Company: NFP
Location: Phoenix
Posted on: September 15, 2018

Job Description:

Our company is a Life Insurance& Consulting Services firm located in Phoenix, Arizona that specializes in wealth accumulation techniques, estate-planning strategies, life insurance consulting, employee benefits, non-qualified executive benefit programs, income protection and business planning. Our firm is seeking a Senior Life Insurance Field Underwriter that would be responsible for the coordination of all aspects of the underwriting, case management, and implementation process for new business. This includes developing and managing the underwriting process to providing efficient, proactive service to clients, understanding life insurance products and companies, and the implementation process. The Underwriter will also be expected to engage in frequent communication with the Client Relationship Managers, life insurance companies, and internal resources to manage expectations appropriately and provide first class client service throughout the process. Essential Functions: Must have a complete understanding of how to process New Business applications for Life Insurance Communicate on a daily basis with Client Relationship Managers and multiple Insurance Companies in order to expedite the underwriting process Communicate professionally, concisely, and effectively with internal and external clients on all issues pertaining to any New Business General underwriting case management Ensure that regular written status updates are sent to clients and producer either directly or through the producer Conduct 15-30 minute telephone interviews with clients to collect their personal, medical and avocation history Schedule insurance medical exams, send reminders and follow up to ensure successful completion Coordinate ordering of APS records and review records upon receipt Write detailed cover letters to insurance companies to present the case in a favorable light by assembling a comprehensive case file for underwriting submission. This will include an introduction letter explaining the case, details of inforce coverage, medical records, financial information and any other pertinent data Negotiate with carrier underwriters for best possible risk classification Understand how final offers will impact the case design and work cooperatively with design analysts to update the design appropriately Complete and review life insurance application paperwork Schedule client third party telephone interviews Work with client's advisors to obtain trust and/or LLC information and financial justification letters Perform detailed application reviews of paperwork for fellow underwriters Follow up on case status with insurance company Review policy upon receipt, have errors corrected, and prepare policy for delivery Ensure trust or LLC accounts are established where applicable and coordinate funding with client and producer Coordinate signatures on delivery requirements and submit to insurance company to place coverage in- force Consistently and effectively update case information in the firm database Breakdown underwriting files and inform Client Administration team of future administrative obligations for the portfolio Travel to meet with the client for application completion on an as needed basis Contracting and Licensing Ensure all agent's contracts and licenses are current Notify agent of deadlines regarding continuing education Monitor status of ongoing continuing education requirements Other Duties Back up receptionist for answering phones according to rotation schedule

Keywords: NFP, Phoenix , Senior Life Insurance Field Underwriter and New Business Specialist, Other , Phoenix, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other Other Jobs


Work From Home (Mesa,AZ)
Description: Kickstart Your Success In 90 Days Earn A Potential 1000 . Sign Up Today br Brands: Skin So Soft , Anew , Moisture Therapy , Clearskin br Work from home Work online Work anytime br Opportunity: (more...)
Company: Avon
Location: Mesa
Posted on: 09/24/2018

Security Officer
Description: SECURITY OFFICERS NEEDED br br Part Time br br Saturday Sunday 6pm- 6amGilbert br br EXCELLENT PAY 11.00 br br IS THIS JOB FOR YOU br br Thank you for your interest in working (more...)
Company: U.S. Security Associates
Location: Gilbert
Posted on: 09/24/2018

Work at Home Benefit Reps - (Telecommute)
Description: Be part of a Health Benefit Discount company and assist people to save on their Healthcare needs
Company: Ameriplan
Location: Mesa
Posted on: 09/24/2018


Now interviewing - Work from home
Description: I sifted and sorted through a lot of junk online. When I first found this company,
Company: Health Benefits Company
Location: Peoria
Posted on: 09/24/2018

Dog Sitter - Work from Home, Earn up to $1,000/month
Description: Love dogs Overnight dog care is in demand Join the nation's largest network of 5-star pet sitters and dog walkers and earn money boarding dogs in your home.What you do:Create a Rover profile and select (more...)
Company: Rover
Location: Mesa
Posted on: 09/24/2018

New growth expansion
Description: Ambitious people needed to work from home. Telemarketing no cold calling hundred percent online or offline
Company: Solutions for Life with GDLOrta enterprising
Location: Mesa
Posted on: 09/24/2018

Now Interviewing- PT/FT From Home
Description: Are you looking to embark on a new career We have two open positions available. We are seeking multi talented, driven individuals
Company: Professional Career Advantage Network
Location: Mesa
Posted on: 09/24/2018

Bilingual Call Center Rep
Description: Description Conduent is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises (more...)
Company: Conduent
Location: Tempe
Posted on: 09/24/2018

Selling Driven Individuals to Work from Home
Description: The Nation 039 s leading Healthcare Benefits Company is seeking strong individuals to represent
Company: Ameriplan
Location: Mesa
Posted on: 09/24/2018

Dog Sitter - Work from Home, Earn up to $1,000/month
Description: Love dogs Overnight dog care is in demand Join the nation's largest network of 5-star pet sitters and dog walkers and earn money boarding dogs in your home. What you do : Create a Rover profile and select (more...)
Company: Rover
Location: Arlington
Posted on: 09/24/2018

Log In or Create An Account


Find us on Facebook

Find us on LinkedIn

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Phoenix RSS job feeds