Life Underwriting Senior Specialist

October 2, 2024

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Logo of Northwestern Mutual

Northwestern Mutual

Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

To learn about our company visit Northwestern Mutual's website at www.northwesternmutual.com

5001 - 10000 employees

Founded 1869

đź’¸ Finance

đź“‹ Description

• Builds relationships with Financial Advisors and internal partners. • Responsible for credible and effective relations and communication with field and customer. • Provides guidance and assistance regarding case underwriting and risk appraisal. • Responsible for the analysis and appraisal of a broad range of insurance applications. • Provides active case and requirement management and provides customized service with guidance. • Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. • Develops proficiency in financial, medical, and lay underwriting assessments.

🎯 Requirements

• A bachelor's degree or equivalent combination of education and experience is preferred. • 1.5 years of traditional underwriting experience. • Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules. • Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness. • Proficient in computer skills and using various software packages. • Ability to work accurately while maintaining speed and flexibility in a team and independent production environment. • Highly organized with the ability to establish priorities and meet deadlines. • Displays agility to manage multiple tasks and adapt in a changing work environment.

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