Underwriting Relationship Consultant

3 weeks ago

Boston MA United States MassMutual Full time

The Opportunity 

We are looking for a candidate to fill a unique position in our Disability Insurance New Business & Underwriting department. The Underwriting Relationship Consultant (URC) is a dynamic role with primary responsibilities being to respond to inquiries and informals from field partners on potential applicants for individual disability insurance, build relationships with new and existing brokerage general agencies (BGAs) in the third-party brokerage space, and partner with our Sales & Distribution team as a liaison with New Business & Underwriting. This role is best filled by an experienced Underwriter with a desire to support sales growth by providing tentative underwriting assessments that will drive formal applications where we are competitive while mitigating waste in non-competitive situations. The ideal candidate will possess the ability and desire to build strong relationships with our field partners and be able to thrive in an environment where each day is different and unpredictable.

The Team 

We are a diverse team comprised of Underwriters, Account Managers and Case Managers supporting the growing Third-Party Brokerage (MMSD) block of business. We collaborate throughout the day to meet & exceed our service levels and quality goals all while delivering a best-in-class customer experience to the brokerage general agencies that we support. 

The Impact

  • Relentless focus on building and maintaining strong partnerships with new and existing brokerage general agencies (BGAs).
  • Support onboarding new BGA relationships through education of tools & resources.  
  • Demonstrate strong underwriting acumen by asking pertinent questions and providing tentative assessments, often in the absence of the full picture.
  • Ability to work independently; leveraging tools & resources such as Medical Manual, Underwriting Guide, etc.
  • Maintain a competitive sales mindset that strives to balance underwriting risk with ambitious sales goals.
  • Prioritize competing priorities and balance time effectively.
  • Exhibit a collaborative mindset when partnering with both internal and external business partners.
  • Provide technical guidance, information and procedural advice to a variety of complex, customer service issues.
  • Travel to firms and conferences as needed to share product awareness, support training, and build relationships.
  • Ability to communicate difficult decisions and negotiate with others to reach mutually beneficial solutions.
  • Display strong communication skills – both written and verbal – with the customer experience as the focus point of all interactions. 
  • Identify trends around underwriting guidelines relative to the market; proactively share examples of opportunities to help drive competitiveness.  
  • Possess solid working knowledge of the Company's products and services to support field education/training needs.
  • Lead and execute on medium to large scale projects and initiatives in New Business and Underwriting with minimal direction.

Minimum Qualifications

  • High school diploma or GED
  • 5+ years of Disability and/or Life Underwriting experience
  • 5+ years of customer service experience

Preferred Qualifications

  • Bachelors degree
  • 3+ years underwriting Individual Disability Insurance applications with a signing authority at/above $10,000/monthly benefit
  • Ability to run and analyze data to identify trends and opportunities
  • Strong communication skills – both written and verbal
  • Sales mindset with desire to win business in a competitive landscape
  • Independent/critical thinking skills
  • Well-versed in customer advocacy such as demonstrating empathy and managing difficult conversations
  • Able to excel in a fast-paced environment with proficiency in multitasking and navigating multiple systems

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Disability Underwriting team
  • Focused one-on-one meetings with your manager
  • Access to mentorship opportunities
  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
  • Access to learning content on Degreed and other informational platforms
  • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-JA1

#LI-remote

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

  • Underwriting Relationship Specialist

    2 weeks ago

    Boston, Massachusetts, United States MassMutual Full time

    Job Title: Underwriting Relationship ConsultantAbout the RoleWe are seeking a highly skilled Underwriting Relationship Consultant to join our Disability Insurance New Business & Underwriting team. As an Underwriting Relationship Consultant, you will be responsible for building and maintaining strong relationships with our field partners, providing tentative...

  • Underwriting Relationship Consultant

    2 weeks ago

    Boston, United States MassMutual Full time

    The Opportunity We are looking for a candidate to fill a unique position in our Disability Insurance New Business & Underwriting department. The Underwriting Relationship Consultant (URC) is a dynamic role with primary responsibilities being to respond to inquiries and informals from field partners on potential applicants for individual disability...

  • Underwriting Relationship Consultant

    3 weeks ago

    BOSTON, United States MassMutual Full time

    The Opportunity  We are looking for a candidate to fill a unique position in our Disability Insurance New Business & Underwriting department. The Underwriting Relationship Consultant (URC) is a dynamic role with primary responsibilities being to respond to inquiries and informals from field partners on potential applicants for individual disability...

  • Underwriting Relationship Consultant

    2 weeks ago

    Boston, United States MassMutual Full time

    The Opportunity  We are looking for a candidate to fill a unique position in our Disability Insurance New Business & Underwriting department. The Underwriting Relationship Consultant (URC) is a dynamic role with primary responsibilities being to respond to inquiries and informals from field partners on potential applicants for individual disability...

  • Underwriting Relationship Consultant

    2 weeks ago

    Boston, United States MassMutual Full time

    Job DescriptionThe Opportunity  We are looking for a candidate to fill a unique position in our Disability Insurance New Business & Underwriting department. The Underwriting Relationship Consultant (URC) is a dynamic role with primary responsibilities being to respond to inquiries and informals from field partners on potential applicants for individual...

  • Underwriting Relationship Consultant

    2 weeks ago

    CAMBRIDGE, MA, United States MassMutual Full time

    The Opportunity We are looking for a candidate to fill a unique position in our Disability Insurance New Business & Underwriting department. The Underwriting Relationship Consultant (URC) is a dynamic role with primary responsibilities being to respond to inquiries and informals from field partners on potential applicants for individual disability...

  • Underwriter Consultant

    3 weeks ago

    Hartford, CT, United States MassMutual Full time

    The OpportunityAs an Underwriting Consultant - Advanced on MassMutual's Accelerated Underwriting Team, you will be part of a dynamic group of underwriters dedicated to fulfilling the commitment of MassMutual's accelerated (fluidless) underwriting strategy.  This is a fast-paced diverse work environment that is inclusive and values different experiences,...

  • Underwriting Consultant

    3 weeks ago

    Hartford, CT, United States MassMutual Full time

    The Opportunity As an Underwriting Consultant - Core on MassMutual's Accelerated Underwriting Team, you will be part of a dynamic group of underwriters dedicated to fulfilling the commitment of MassMutual's accelerated (fluidless) underwriting strategy.  This is a fast-paced diverse work environment that is inclusive and values different experiences,...

  • Technical Underwriting Consultant

    16 hours ago

    Harrisburg, PA, United States MassMutual Full time

    The OpportunityThe Life Underwriting and UW Governance Technical Underwriting Consultant will support the Office of the Corporate Chief Underwriter (OCCU) within the Expense, Analytics & Governance organization by demonstrating accountability, agility, a dedication to being inclusive, a strong business acumen, and will show courage and professionalism when...

  • Technical Underwriting Consultant

    10 hours ago

    Saint Paul, MN, United States MassMutual Full time

    The OpportunityThe Life Underwriting and UW Governance Technical Underwriting Consultant will support the Office of the Corporate Chief Underwriter (OCCU) within the Expense, Analytics & Governance organization by demonstrating accountability, agility, a dedication to being inclusive, a strong business acumen, and will show courage and professionalism when...

  • Underwriting Consultant

    3 weeks ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Life Insurance Signature / Authority Limits 5M Signature / 7.5M Authority Job Summary Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to...

  • Senior Underwriter

    4 weeks ago

    Boston, Massachusetts, United States PMA Companies Full time

    Job Title: Sr Underwriting SpecialistAt PMA Companies, we are seeking a highly skilled Sr Underwriting Specialist to join our team. As a key member of our underwriting team, you will be responsible for analyzing and selecting commercial risks, determining terms and conditions of coverage, and developing and executing relationship management plans.Key...

  • Underwriting Specialist

    6 days ago

    Boston, Massachusetts, United States PMA Companies Full time

    Job Title: Underwriting SpecialistWe are seeking an experienced Underwriting Specialist to join our team at PMA Companies. As an Underwriting Specialist, you will play a critical role in analyzing and selecting commercial insurance risks, determining terms and conditions of coverage, and developing relationships with brokers and agents.Key...

  • Underwriting Specialist

    4 weeks ago

    Boston, Massachusetts, United States PMA Companies Full time

    Job Title: Underwriting SpecialistWe are seeking an experienced Underwriting Specialist to join our team at PMA Companies. As an Underwriting Specialist, you will play a critical role in analyzing and selecting commercial risks, determining terms and conditions of coverage, and developing relationships with brokers and agents.Key Responsibilities:Analyze and...

  • Senior Underwriter

    3 weeks ago

    Boston, Massachusetts, United States PMA Companies Full time

    Job Title: Sr Underwriting SpecialistAt PMA Companies, we are seeking a highly skilled Sr Underwriting Specialist to join our team. As a key member of our underwriting team, you will be responsible for analyzing and selecting commercial risks, determining terms and conditions of coverage, and developing and executing relationship management plans.Key...

  • Senior Underwriting Specialist

    3 weeks ago

    Boston, Massachusetts, United States PMA Companies Full time

    Job Title: Senior Underwriting SpecialistWe are seeking a highly skilled Senior Underwriting Specialist to join our team at PMA Companies. As a key member of our underwriting team, you will be responsible for underwriting new and renewal business, including solicitation, selection, and pricing of complex multi-line risks.Key Responsibilities:Analyze and...

  • Senior Underwriter

    4 weeks ago

    Boston, Massachusetts, United States PMA Companies Full time

    Job Title: Sr Underwriting SpecialistAt PMA Companies, we are seeking a highly skilled Sr Underwriting Specialist to join our team. As a key member of our underwriting team, you will be responsible for analyzing and selecting commercial risks, determining terms and conditions of coverage, and developing relationships with brokers and agents.Key...

  • Senior Underwriting Manager

    1 month ago

    Boston, Massachusetts, United States PMA Companies Full time

    About the Role:PMA Companies is seeking a highly skilled Senior Underwriting Specialist to join our team. As a key member of our underwriting team, you will be responsible for underwriting new and renewal business, including solicitation, selection, and pricing of complex multi-line risks.Key Responsibilities:Analyze and select coverage for commercial risks,...

  • Underwriting Consultant(Private Equity Middle Market)

    3 months ago

    Boston, United States CNA Financial Corporation Full time

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Individual contributor responsible for the overall management, business...

  • Underwriting Associate

    4 weeks ago

    Boston, Massachusetts, United States Blue Cross Blue Shield of Massachusetts Full time

    Job SummaryWe are seeking a highly skilled Underwriting Associate to join our team at Blue Cross Blue Shield of Massachusetts. As an Underwriting Associate, you will play a critical role in the profitability of our assigned book of business, analyzing and pricing prospect business, and assisting on project work to improve underwriting operations.Key...