Life Insurance Underwriter
$50,000 - $70,000/Yr
Apex Co. Ltd - Dublin, OH
posted about 1 month ago
Full-time - Mid Level
Dublin, OH
Educational Services
About the position
The Life Insurance Underwriter at Apex Agency is responsible for evaluating insurance applications, confirming policy changes, and managing client outreach. This role requires a strong understanding of financial concepts and analytical skills to make informed underwriting decisions, ensuring the financial health of the organization while providing exceptional service to clients.
Responsibilities
- Collaborate with agents and clients to gather necessary information for underwriting decisions.
- Prepare detailed underwriting reports that summarize findings and recommendations.
- Monitor existing policies for changes in risk factors and make adjustments as necessary.
- Stay updated on industry trends, regulations, and best practices in underwriting.
- Assist in portfolio management by reviewing claims history and loss ratios.
Requirements
- Experience with life insurance sales and customer service.
- Excellent analytical skills with the ability to keep track of active policies and customer communication.
- Strong written communication skills for documentation, both in house and customer facing.
- Ability to work independently as well as collaboratively within a team environment.
- Licensed for Life, Health, and Accident Insurance in Ohio.
Benefits
- Life insurance
