Life Insurance Underwriting Specialist

15 hours ago


New York, New York, United States American Business & Professional Program, Inc Full time

As a Life Insurance Underwriting Specialist at American Business & Professional Program, Inc., you will play a critical role in helping our clients protect their life, health, and wealth. We are seeking an experienced professional with a strong working knowledge of the Life Insurance industry to join our team.

Company Overview

Our company is an independent agency headquartered in New York City. We specialize in providing insurance resources for strategic partners in property & casualty agencies, sports management firms, financial institutions, CPAs, RIAs, family office managers, and their clients. With over 50 insurance companies licensed throughout the U.S., we serve over 35,000 current policy holders with $60 billion in active policies. Our professionals have an average of 15 years of life insurance experience.

About the Job

We are looking for a highly motivated individual who can work closely with our case management staff and the Insurance Operations Manager. Your primary responsibilities will include reviewing and submitting new business applications to various life insurance carriers, verifying agent appointments and licenses, obtaining applications and forms, and entering case information into our database system.

Key Responsibilities
  • Review and submission of all new business applications to various life insurance carriers
  • Verify if agent is appointed and licensed with the appropriate carrier and state with internal licensing department
  • Obtain applications/forms when not on FormsPipe
  • Enter case information into our data base system [iPipeline Agency Integrator] and PaperClip
  • Quick Quotes and Informals
  • Follow up with pending cases
  • Order medical records when requested by carriers
  • Review the Part B
  • Review medical records on larger cases or on special circumstances
  • Review policies received to make sure they are correct
  • Process all delivery requirements
  • Follow up with carriers to ensure proper processing of all applications
  • Correspond daily with various Case Assistants/Agents (internal) regarding case status
Requirements

To be successful in this role, you will need to possess 3 years of relevant life insurance experience, strong analytic skills, strong writing and verbal communication skills, and good ability to work effectively with others. You should also be flexible and willing to take direction when needed, but understand when it is necessary to be proactive and take charge.

Benefits

We offer a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. As a member of our team, you will have opportunities for professional growth and development, as well as a collaborative and supportive work environment. Join us and start your career in a family-like environment that is rewarding and cutting edge.

The estimated salary for this position is between $65,000 and $85,000 per year, depending on experience. Please note that the actual salary may vary based on factors such as location and performance.



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