Client Success & Underwriting Specialist
New
W
Wealth Without Wall Street / Strategic IBCLife insurance
United States, Available during core business hours (Central Time).Part-Time
SalaryHourly compensation plus performance-based bonuses tied to applications and funded policies. Total compensation will vary based on experience, hours worked, and production volume.
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Job Details
- Required Skills
- HubSpotSlack
Requirements
- Demonstrate strong written and verbal communication skills.
- Be highly organized and detail-oriented, and able to manage multiple moving pieces simultaneously.
- Have reliable high-speed internet and a home office setup.
- Be comfortable working remotely and independently.
- Be available during core Central Time business hours.
- Be comfortable using Zoom in a collaborative remote environment.
- Show proficiency with technology and willingness to learn new systems quickly.
- HubSpot, Slack, Outlook, Monday.com, Dropbox, and insurance carrier portal experience are helpful but not required.
- Customer service or client success experience is helpful but not required.
- Life insurance or underwriting operations experience is helpful but not required.
- No insurance license is required for this role.
Responsibilities
- Coordinate life insurance applications from submission through final policy delivery.
- Gather and organize client information and submit applications and supporting documents to insurance carriers.
- Coordinate medical exams, labs, APS requests, and other underwriting requirements.
- Communicate proactively with clients about outstanding requirements and follow up with carriers to keep cases moving.
- Help coaches prepare clients for underwriting expectations and next steps.
- Coordinate policy delivery and funding logistics, and assist with client onboarding after policy placement.
- Serve as a client point of contact and translate carrier communications into clear, client-friendly messages.
- Assist existing policyholders with service requests, carrier forms, and policy changes.
- Maintain accurate CRM notes and pipeline updates, and track tasks, workflows, and follow-ups.
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