Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With eleven 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 Life Insurance Underwriting Assistant acts as an instrumental resource by providing administrative support to the Underwriting team with case set up, ordering and preparing insurance company forms, tracking underwriting requirements, and entering data for new policies.
Position Responsibilities:
- Case set up: Create and update case record in database
- Order Prescription Checks and MVRs
- Order Attending Physician Statements (APSes) and track progress
- Complete life insurance applications and prepare for delivery, tagging for required signatures
- Prepare documents for signature on DocuSign
- Prepare and submit MHS paperwork for approval
- Distribution and filing of carrier product and underwriting updates
- Develop basic knowledge of carrier products
- Use resource websites to download correct and complete sets of current application paperwork for cases moving forward
- Enter application and policy information in company database
- Carefully review policies, and prepare policy delivery package and cover letter
- Fax documents to insurance carriers and vendors
- Copy and scan applications, policies, and other documents
- Create FedEx labels and packages, and oversee sending out packages via messenger service
- Break down Underwriting files when a case closes and transition the case to the Client Services team
Ideal Candidate will Possess the Following:
- Bachelor’s degree
- Extremely strong detail orientation
- Strong communications skills - written and verbal
- Strong ability to work independently and as part of a team
- Ability to work with repetitive routine processes and maintain accuracy and efficiency
- Ability to organize, prioritize and manage multiple tasks and requests
- Ability to set and meet deadlines
- Ability to perform well under pressure
- Ability to multi-task and handle multiple requests
- Proficiency in Word and Outlook and basic knowledge of Excel and PowerPoint
- Ability to operate in a fast-paced environment along a steep learning curve
- 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
- Attractive annual compensation package is commensurate with experience
- Eligible for annual performance-based bonus
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.
Skills Required
- Bachelor's degree
- Extremely strong attention to detail
- Strong written and verbal communication skills
- Ability to work independently and collaboratively
- Ability to maintain accuracy and efficiency in repetitive routine processes
- Ability to organize, prioritize, and manage multiple tasks
- Ability to set and meet deadlines
- Ability to perform well under pressure
- Ability to multitask and handle multiple requests
- Proficiency in Microsoft Word and Outlook
- Basic knowledge of Excel and PowerPoint
- Ability to work in a fast-paced environment and learn quickly
What We Do
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart. Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com. Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
