Life Insurance Underwriting Associate

Job overview

The Life Insurance Underwriting Associate role is hybrid, based at the Needham office; the listing is associated with Boston, MA. Compensation is not specified; the posting describes an annual package commensurate with experience and eligibility for an annual performance-based bonus. Winged Keel Group specializes in life insurance structuring, implementation, and administration. The associate coordinates underwriting and policy implementation, keeping clients, advisors, and insurance carriers informed and moving cases forward. The role supports effective case design and timely policy issuance through case management, documentation, and negotiation with carrier underwriters.

What you'll do

• Manage underwriting cases
• provide status updates to client relationship and project managers and clients or advisors
• confirm agent contracting, licensing, and appointment
• conduct client or advisor interviews
• schedule medical exams
• coordinate and review medical records
• negotiate risk classifications and requirements
• complete application paperwork
• coordinate policy processing and issuance
• prepare portfolio summaries.

What we're looking for

Skills & competencies

life insurance underwriting associate

hybrid

needham office

boston ma listing

life insurance

case management

underwriting

client updates

carrier negotiation

winged keel group

annual bonus eligible

evenings and occasional weekends

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits
• annual performance-based bonus eligibility.

Why this role

Hybrid work at the Needham office; annual performance-based bonus eligibility; comprehensive benefits package; frequent evening work and occasional weekends may be needed to meet deadlines.

About the employer

Winged Keel Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.