Financial Insurance Underwriting Specialist

3 weeks ago

Franklin, Wisconsin, United States Northwestern Mutual Full time
Join Our Team

We are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we value our employees' skills and expertise.

Compensation Package:

Pay Range: $75,180 - $139,620. The salary for this position is based on the candidate's skills, education, training, credentials and experience; the scope, complexity as well as the cost of labor in the market; and other conditions of employment.

About the Role:

This role requires building relationships with Financial Advisors and internal partners. You will develop the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.

Key Responsibilities:
  • Field & Client Experience.
  • Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
  • Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal.
  • Responsible for prescreen inquiries.
Underwriting:
  • Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed.
  • Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs.
  • Uses advanced skills to review applications and adheres to underwriting standards.
  • Solves complex problems and escalations.
  • Advanced level of experience with NM product types and changes
  • Models change agility while maintaining mortality and morbidity expectations.
  • Demonstrates continuous learning through the early adoption of new ways of underwriting.
  • Proficient with Reinsurance programs and able to determine where to best place a case.
  • Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made.
  • Provides active case and requirement management and provides customized service with guidance.
  • Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement.
  • Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers.
  • Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.).
  • Collaborates with medical directors and technical staff.
  • Responsible for adherence to procedures and regulatory processes.
  • Understands and meets all quality, service, and production goals.
  • Partners with Underwriting Support for case management.
  • Cross-Functional leadership.
  • Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives.
  • Collaborates and designs P3 curriculum with L&D/Tech Team.
Qualifications:
  • A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review.
  • Minimum of 5 years of underwriting experience.
  • Analytical skills with an established record to make independent decisions on complex cases 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.
  • A high degree of organization and the ability to establish priorities and meet deadlines.
  • Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees.
  • Displays agility to manage multiple tasks and adapt in a changing work environment.
Benefits:

We believe in investing in our employees' growth and well-being. Our comprehensive benefits package includes flexible work schedules, concierge service, comprehensive benefits, employee resource groups, and more.

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