Job Details

Description

Are you a passionate insurance industry professional with exemplary integrity, analytical, and decision-making skills? Take your career to the next level by joining our firm's growing team! The ideal candidate brings strong computer skills, a detail-oriented approach, and keen knowledge of risk factors and financial services to every insurance application for prospective, new, and existing clients. If this sounds like a fit for you, send us your resume today!

We're looking for a Life Insurance Underwriter to join our Dallas team. This is a hybrid position designed for a meticulous, forward-thinking professional who thrives in a fast-paced environment. You'll play a key role in shaping the client and advisor experience - from case design to carrier communication - and will help us deliver clarity, speed, and excellence across every approval.

Responsibilities

• Review insurance claims against policy terms to determine the amounts owed by the insurance company to the claimant
• Collect and analyze insurance applicant information to screen each client and conduct insurance policy risk assessments
• Obtain policyholders' personal information necessary to properly assess risk factors by working with medical personnel, field representatives, actuaries, and others
• Apply a data-based approach to setting insurance policy provisions, premiums, and coverage in the case it should be provided
• Use insurance software to identify coverage recommendations for existing, new, and prospective clients

Qualifications

• 3+ years of life insurance underwriting experience (premium financing expertise strongly preferred)
• Strong understanding of carrier underwriting guidelines, risk assessment, and case design
• Chartered Property and Casualty Underwriter (CPCU) designation and/or Associate in Commercial Underwriting (AU) designations strongly preferred
• Strong interpersonal and communications skills are required to work with insurance agents, actuaries, policyholders, and others
• Accurately calculate insurance policies' profit-loss ratios by collecting and evaluating background information from a variety of sources
• Must be detail oriented, analytical, and math-minded to properly assess applications for insurance coverage