Disability Income Underwriting Specialist

Northwestern Mutual

. Build strong relationships with financial advisors, customers, and internal business partners to support the insurance application process .

Posted 11/6/2026full-timeRemote • Wisconsin • United StatesMid-LevelSenior💰 $60,880 - $91,320 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical skills and the ability to make informed underwriting decisions while ensuring compliance with regulatory requirements. Excels in communication and collaboration with financial advisors and internal teams to support the insurance application process.

Highest-signal resume keywords

Analytical SkillsUnderwriting Decision-MakingCommunication SkillsCompliance KnowledgeOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Application ReviewEligibility AssessmentData AnalysisProblem SolvingDecision Making

Soft Skills

TactDiplomacyResourcefulnessFlexibilityAccountability

Tools & Technologies

Software PackagesComputer Skills

Industry Keywords

InsuranceRegulatory RequirementsQuality StandardsFinancial AdvisorsApplication Process

About the role

Key responsibilities & impact

Build strong relationships with financial advisors, customers, and internal business partners to support the insurance application process
Communicate with customers and financial professionals to answer questions, provide updates, and ensure a positive application experience
Provide financial advisors with guidance on insurance applications, coverage considerations, and application requirements
Review preliminary inquiries and available information to assess potential eligibility and identify additional information needed
Collaborate with internal teams and external partners to gather information, resolve issues, and support timely decision-making
Review insurance applications and customer information to determine eligibility and coverage options
Evaluate financial, health, and occupational information using company guidelines and training
Manage applications throughout the review process, gather information, and track outstanding requirements
Explain underwriting decisions and answer questions from financial advisors and business partners
Collaborate with medical, technical, and operational teams to support accurate and timely decisions
Use varied information sources to assess applications and make informed recommendations
Ensure compliance with company policies, regulatory requirements, and quality standards
Meet productivity and quality goals, support process improvements, and resolve issues

Requirements

What you’ll need

A bachelor's degree preferred or equivalent combination of education and experience
Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules
Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness
Proficient in computer skills and using various software packages
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment
Highly organized and able to establish priorities and meet deadlines
Ability to manage multiple tasks and adapt in a changing work environment
Comfortable making timely, well-reasoned underwriting decisions where information may be incomplete, complex, or open to interpretation
Ability to connect multiple data points, think critically through grey areas, and solve complex problems without delayed decision making
Demonstrates accountability by seeking guidance when appropriate while confidently making and owning final decisions
Candidates must successfully complete and pass any required testing