Client Success & Underwriting Specialist
New
W
Wealth Without WallstreetFinancial Services
United States, Central TimePart-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Customer serviceCRMHubSpotSlack
Requirements
- Strong written and verbal communication skills
- Reliable high-speed internet and home office setup
- Comfortable working remotely and independently
- Available during core Central Time business hours
- Comfortable on Zoom and in a collaborative remote environment
- Ability to manage multiple moving pieces simultaneously
- Proficiency with technology and willingness to learn new systems quickly
Responsibilities
- Coordinate life insurance applications from submission through final policy delivery
- Gather and organize client information needed for successful carrier submission
- Submit applications and supporting documents to insurance carriers
- Coordinate medical exams, labs, APS requests, and underwriting requirements
- Communicate proactively with clients regarding outstanding requirements
- Follow up consistently with carriers to keep cases moving efficiently
- Help coaches prepare clients for underwriting expectations and next steps
- Coordinate policy delivery and funding logistics
- Maintain accurate CRM notes and pipeline updates
View Full Description & ApplyYou'll be redirected to the employer's site
