Underwriting Associate

M Financial Group

(Portland, Oregon)
Full Time
Job Posting Details
About M Financial Group
M Financial was established with a new distribution network of entrepreneurial Member Firms. Working together with select carriers, we created better products for affluent clients and distributed them through this exclusive network of Member Firms.
Responsibilities
As an Associate you will manage administrative tasks, including tracking Master Calendar items, delivering accurate and timely reports, tracking cases in underwriting, responding to requests for life insurance application underwriting paperwork, and assisting with annual cash value reporting. You will also ensure life insurance policies are issued correctly and update administrative manuals. In addition, as an Associate you will prepare benefit statements and life insurance cash value reports based on established standards and timeframes. You will work with other team members to validate and check reports and manuals.
Ideal Candidate
* Bachelor’s degree in accounting, finance, or related field. * Two years’ related experience in accounting, insurance or employee benefits. New Business or underwriting experience a plus. * Demonstrated ability to proactively manage conflicting priorities under pressure. * Ability to work effectively as a member of a team as well as independently. * Intermediate computer skills with documents, spreadsheets and Access. Working experience with any proprietary system software preferred. * Excellent verbal and written communication skills. * Ability to develop and maintain effective working relationships with M Financial Group staff, Member Firms, Carriers and vendors. * Proven ability to deal with changing requirements/priorities, provide follow through, and manage multiple projects. * Ability to maintain sensitivity and awareness of confidentiality, compliance, and regulatory requirements. * Detail-oriented, proactive, and service-oriented.

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