Current jobs related to Life Insurance Underwriting Director - Boston, Massachusetts - Winged Keel Group

  • Commercial Underwriting Manager

    7 days ago

    Boston, Massachusetts, United States Safety Insurance Company Full time

    Safety has become one of the leading property and casualty insurance providers in Massachusetts mainly because of our unwavering commitment to independent agents and their customers. Our success is built on a philosophy of offering the highest quality insurance products at competitive rates and providing the best service at all costs.At Safety Insurance, we...

  • Intern, Property Underwriter

    2 weeks ago

    Boston, Massachusetts, United States Berkshire Hathaway Specialty Insurance Full time

    Overview: At BHSI, we believe in empowering our customers to navigate a world full of uncertainty. Property and Casualty (P&C) Insurance plays a vital role in helping individuals and businesses manage risk by transferring potential financial losses to insurers. At the heart of this process is the underwriter—a key decision-maker who evaluates risk and...

  • Wholesale Property Underwriter

    2 weeks ago

    Boston, Massachusetts, United States Berkshire Hathaway Specialty Insurance Full time

    Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway's insurance operations, we bring our solutions to market with our stellar...

  • Middle Market Sales Underwriting Specialist

    1 week ago

    Boston, Massachusetts, United States The Hanover Insurance Group Full time

    For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we CARE through our values, Sustainability initiatives and inclusive corporate culture.Our Middle Market department is seeking a Sales Underwriter to join our growing team for our New...

  • Underwriter

    4 days ago

    Boston, Massachusetts, United States Chubb Full time

    DescriptionSenior Underwriter – Multinational DescriptionChubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The...

  • Underwriting Assistant

    2 weeks ago

    Boston, Massachusetts, United States Chubb Full time

    Job DescriptionThe UA contributes to the success of the underwriting goals as well as corporate goals relating to growth, profit, renewal retention, service, and producer/client management. The UA analyzes account specific information and prepares renewals with updated forms and ratings with outlining changes year-over-year that will be used as the basis for...

  • Underwriter II

    1 week ago

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

    Ready to help us transform healthcare? Bring your true colors to blue. What We Need:Financial Underwriting is instrumental to securing the financial wellbeing of insurance companies. At Blue Cross Blue Shield of Massachusetts, Underwriters are valued partners in contributing to the organization's success by influencing business segments such as Marketing,...

  • Service Director

    3 days ago

    Boston, Massachusetts, United States Liberty Mutual Insurance Full time

    DescriptionAs a Service Director focused on our Construction book of business, you will plan, evaluate and monitor the delivery of service commitments to ensure risk control services are delivered effectively and efficiently. Assesses the customer's overall risk for underwriting purposes and to control the customer's source of risk, losses and costs....

  • Large Property Underwriter

    1 week ago

    Boston, Massachusetts, United States The Hartford Full time

    Senior Underwriter - UW08CAUnderwriter - UW08CBWe're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.This role can deepen your...

  • Senior Director, Small Commercial Analytics

    7 days ago

    Boston, Massachusetts, United States Liberty Mutual Insurance Full time

    DescriptionThe US Retail Markets (USRM) Small Commercial (SC) Analytics team is seeking a leader to help assess and drive overall book profitability and growth across all Small Commercial lines products. The key responsibility of the Senior Director will be to develop robust combined ratio forecasts and utilize it to communicate and continually re-evaluate...

Life Insurance Underwriting Director

3 weeks ago

Boston, Massachusetts, United States Winged Keel Group Full time

Firm Summary:

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.

Position Summary:

The Director of Institutional Life Insurance Underwriting and Case Management leads the underwriting and case management functions supporting institutional and ultra-high-net-worth life insurance clients. This role ensures underwriting excellence, operational efficiency, and exceptional client experience while maintaining compliance and risk standards. The director partners closely with sales, product, and operations teams to streamline case flow from prospect introduction to application and policy issue.  The person in this role is also responsible for leading and managing a high-performing, successful team.

Position Responsibilities:  

Underwriting and Case Management Leadership

  • Oversee all aspects of life insurance underwriting for institutional channel, including traditional and private placement life insurance products.
  • Establish, document, and maintain underwriting processes, SLAs, risk tolerance standards, and escalation procedures. Implement workflows to ensure timely processing, accuracy, and communication with clients and advisors.
  • Track and report service-level metrics, identifying trends and areas for process improvement and implement process improvements across the team.
  • Review complex, high-value cases and provide underwriting recommendations.
  • Anticipate and resolve case challenges proactively.
  • Work with carriers to negotiate best offers and remove additional requirements.
  • Ensure compliance with regulatory and company standards, including privacy and anti-money laundering (AML) protocols.
  • Act as primary point of escalation for Underwriting and Case Management team members.

Strategic and Cross-Functional Collaboration

  • Partner with producers and Operations to support growth objectives and deliver a seamless client experience.
  • Develop strong relationships with producers, establish expectations, and address issues as they arise.
  • Develop strong relationships with insurance company new business and sales leadership to ensure smooth case processing.
  • Leverage technology and automation tools to increase case throughput and visibility.
  • Provide insights and recommendations to leadership on underwriting trends.

People Leadership

  • Lead and develop a team of case managers / underwriting specialists handling a large volume of cases.
  • Manage staffing and workload balance in response to rapid growth and changing business demands.
  • Lead, coach, and mentor a high-performing team with a focus on professional development.
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Develop and refine onboarding and training for new underwriters / case managers.
  • Set annual goals, define roles and responsibilities, and conduct performance reviews of team

members.

Qualifications:

  • Bachelor's degree required.
  • 10+ years of progressive experience in life insurance underwriting, with at least 3–5 years in a leadership role.
  • Strong understanding of life insurance products, including private placement preferred.
  • Experience working with Financial Advisors in the High-Net-Worth space
  • Strong understanding of ticketing systems, regulations and compliance in the wire house and bank channels
  • Proven ability to manage complex high-net-worth cases.
  • Experience leading case management or new business operations preferred.
  • Deep knowledge of underwriting guidelines, medical and financial risk assessment, and reinsurance practices.
  • Proficiency with digital underwriting systems and workflow tools.
  • Strong analytical and decision-making skills.
  • Exceptional communication and relationship management abilities.

Working Conditions/Demands/Complexity:  

  • Required to work on a computer for a substantial part of the day
  • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment

Compensation / Benefits:  

  • Attractive annual compensation package is commensurate with experience
  • Eligible for annual profit sharing bonus

Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits