Underwriting & Service Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the underwriting and service operations as the organization expands.

• Lead and provide support to the existing team of client specialists.

• Recruit, conduct interviews, and assist in hiring additional client specialists.

• Educate the current team and future hires on underwriting and service protocols.

• Establish clear expectations and ensure team accountability.

• Manage life insurance applications from submission through carrier underwriting, policy delivery, and funding.

• Address service requests and coordinate medical examinations, labs, APS requests, and other underwriting requirements.

• Follow up with carriers to ensure timely progress on cases.

• Develop and uphold underwriting and client service Standard Operating Procedures (SOPs).

• Enhance tracking of cases and service requests, improving communication and resolution processes.

• Maintain precise CRM documentation, pipeline visibility, and leadership reporting.

• Guarantee a calm, proactive, and well-communicated underwriting experience for clients.

• Collaborate with coaches to keep them informed and their clients prepared.

• Act as the escalation point for cases and service issues requiring experienced judgment.

• Report directly to the Director of Operations.

⛳️ Requirements

• Previous experience in life insurance underwriting, case management, or a related operations role.

• Experience in training, leading, or mentoring others.

• Excellent written and verbal communication skills.

• Reliable high-speed internet connection and home office setup.

• Comfortable working remotely and independently.

• Available for at least 20 hours per week during core Central Time business hours, with potential to transition to full-time as the team and workload grow.

• Proficient in using Zoom and adapting to a collaborative remote environment.

• Technologically savvy with a quick ability to learn new systems.

• Familiarity with HubSpot, Slack, Outlook, Monday.com, Dropbox, and insurance carrier portals is advantageous.

• An insurance license is not required for this position.

🏝️ Benefits

• Fully remote role with significant leadership influence.

• A role in shaping the company as we strive toward major growth objectives.

• Engaging, mission-driven work.

• Strong team culture and support system.

• Access to company educational resources and training programs.

• Significant potential for long-term career growth as the company expands.

• Performance-based bonus linked to underwriting and service efficiency.