Field Underwriter - Life Insurance - Case Manager

Capstone Search Group

(New York, New York)
Full Time
Job Posting Details
About Capstone Search Group
Capstone Search Group is a national search firm dedicated to the insurance industry. We are business partners to insurance organizations on staffing related projects. We work nationally with expertise that spans top executives, middle management and technical level positions.
Summary
You could be part of this top brokerage as a Life Insurance Field Underwriter (Case Manager). The role is responsible for the coordination of all aspects of the underwriting and implementation process. This includes developing and managing the underwriting process to provide efficient and proactive service to clients.
Responsibilities
* Set up case file and enter case information into firm database * General underwriting case management * Confirm that agent is contracted, licensed and appointed * Conduct 15-30 minute telephone interviews with clients to collect 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 carriers to present the case * Negotiate with carrier underwriters for best possible risk classification * Complete and review life insurance application paperwork * Review policy upon receipt, have errors corrected, and prepare policy for delivery * Ensure trust accounts are established where applicable and coordinate funding with client and advisors *
Ideal Candidate
* Strong knowledge of life insurance terminology and Strong understanding of risk classifications * 3-5 years experience in the life insurance industry, likely in a brokerage environment * Ability to read Attending Physician Statements * Strong interpersonal and communication skills – written and verbal * Ability to work in a fast paced environment * Demonstrated success in providing high level client service

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