Serior Insurance & Annuities Professional

Description

Underwriter support role, assess risk on insurance applications, determine acceptance terms, and ensure timely decisions aligned with guidelines. Evaluates medical, financial, and non-medical data and collaborates with advisors to support business growth. Authority up to $2,000,000 life insurance and $5,000 monthly disability benefits.

Key Responsibilities
Evaluate life and/or disability insurance applications to assess risk .Review medical reports, financial documents, and lifestyle details. Classify risk and decide premium rating based on underwriting guidelines. Escalate complex cases to senior underwriters or medical team. Ensure compliance with regulatory and internal policies. Handle high-volume caseload efficiently (200+ cases where applicable)

Administrative tasks that support Underwriters, Review applications from advisors, gather medical and financial details, and liaise with the field to communicate underwriting decisions a...