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Life Insurance Underwriting Specialist

2 months ago

Miami, United States Equitable Advisors Full time

Position Overview

Equitable Advisors stands as a prominent entity in the insurance sector. We are seeking a skilled professional in Life Insurance Underwriting to enhance our team. Joining Equitable Advisors offers a remarkable opportunity for career advancement.

Key Responsibilities for the Underwriting Specialist

  • Engage directly with insurance agents, colleagues, and policyholders to adjust, update, and manage insurance policies.
  • Examine and validate personal details such as names, addresses, ages, assets, and other information to ensure the precision of company records.
  • Support in tracking and managing appeals.
  • Request, follow up, and secure all necessary medical examinations and physician documentation.
  • Maintain accurate client information through diligent recordkeeping and data entry.
  • Communicate with current and potential clients via phone and email, adhering to company policies and documenting all interactions to provide exceptional customer service.
  • Possess knowledge of Florida regulations and ensure compliance with established guidelines.

Qualifications for the Underwriting Role

  • A Bachelor’s degree in Business Administration or a related discipline.
  • Strong mathematical and analytical abilities are crucial for successful job performance.
  • Possession of a Florida Insurance license 2-15 for Life, Health, and Variable Annuities.
  • Experience in handling private and sensitive personal information.
  • Exceptional negotiation skills and strategies.
  • Capability to manage multiple tasks and meet various deadlines concurrently.
  • Interpersonal and customer service skills are essential for engaging with potential clients.
  • Proficient computer skills and familiarity with necessary software applications.
  • Confidence in decision-making and the ability to articulate processes or choices as required.