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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial underwriting, application management, and compliance within the life insurance sector. Proficient in utilizing data management systems and agency management tools to ensure accurate reporting and effective communication with stakeholders.
Highest-signal resume keywords
Financial UnderwritingApplication ManagementIPipeline Suite ProductsData Management SystemsAdvanced Business Writing
About the role
Key responsibilities & impact- Manage life, LTC, and DI applications submitted to the Life New Business Team
- Facilitate timely, accurate, and relevant communications among agents/financial advisors, institutional partners, vendors, Highland Capital VPs, and life insurance carriers
- Review applications for accuracy and completeness and notify agents, financial advisors, and VPs of missing information
- Verify telephone/personal history interviews and inspection reports have been ordered
- Review examination and non-medical requirements to assess appropriate risk class using Highland tools such as Healthy Analyzer
- Perform financial underwriting for personal, estate planning, and business insurance
- Order and manage medical records and follow up on attending physician statements
- Review APS records for completeness and determine additional requirements
- Reconcile outstanding requirements and requests for additional information
- Order illustrations and verify accuracy, riders, and 1035X-related requirements
- Prepare transmittal or cover letters for formal and informal applications
- Submit and store electronic files using Paperclip
- Respond to application requests
- Manage Referral Model institutional accounts and related compliance nuances
- Apply carrier-specific underwriting guidelines for non-U.S. citizens
- Maintain correspondence with carriers and vendors
- Provide status updates and escalate issues to New Business Management
- Build relationships with carrier underwriters and represent Highland Capital Brokerage
- Advocate and negotiate with life insurance carriers on formal and informal offers
- Explain competitive offers and provide guidance on cases approved other than applied for
- Work with internal underwriting resources and shop cases with various carriers for alternative solutions
- Evaluate underwriting evidence
- Use data management systems to document cases and ensure accurate reporting
- Perform other duties as assigned
Requirements
What you’ll need- Associate’s Degree required
- Bachelor’s degree preferred
- Minimum requirement is five years Brokerage New Business, General Agency or Life Insurance company experience
- Prior knowledge of medical and/or financial underwriting terminology is a plus
- Ability to multi-task
- Possess time management and organizational skills
- Proficient with Microsoft Word, Excel, Outlook, multiple web browsers, and learning new technology
- Experience with web-based agency management systems; preferably hands-on experience with iPipeline suite products including Agency Integrator
- Experience with web-based document management systems and Paper Clip
- Ability to utilize data management systems per Highland Capital protocols
- Advanced business writing skills
- Excellent written and verbal communication skills
- Exceptional customer service skills
- Ability to work independently and proactively
- Strong accountability and follow-up
- Ability to work well with others as a team
- Ability to work in a fast-paced environment and adapt to change
- Ability to work efficiently in a virtual team environment
- Ability to concentrate despite interruption
- Detail-oriented
- High degree of confidentiality
Benefits
Comp & perks- Sales Incentive Compensation
- Health insurance
- Vision insurance
- Dental insurance
- 401k
- Vacation time
- Sick time
- Volunteer days
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial UnderwritingApplication ReviewMedical Underwriting TerminologyData Management SystemsRisk AssessmentCompliance ManagementApplication ProcessingDocument Management SystemsAgency Management SystemsInsurance Industry Knowledge
Soft Skills
Time ManagementOrganizational SkillsCustomer ServiceTeam CollaborationAdaptability
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft OutlookIPipeline SuitePaperclipWeb-Based Agency Management SystemsData Management Systems
Certifications & Qualifications
Associate’s DegreeBachelor’s Degree Preferred
Industry Keywords
Life InsuranceBrokerage New BusinessGeneral AgencyNon-U.S. Citizens UnderwritingCarrier-Specific Guidelines