Life Underwriting Manager jobs in Lima, OH

Life Underwriting Manager manages the daily operations of life underwriting department for a variety of products to contribute to the achievement of financial objectives of the business. Underwrites and oversees the issuance of renewal on key accounts. Being a Life Underwriting Manager proposes enhancements for life underwriting policies and procedures. Must be familiar with current legislative and compliance processes affecting Life Insurance. Additionally, Life Underwriting Manager typically requires a bachelor's degree or equivalent. Typically reports to a head of a unit/department. The Life Underwriting Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Life Underwriting Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Staff Manager
  • Western & Southern Life
  • FINDLAY, OH OTHER
  • Overview

    Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process, networking and recruiting strategies.

    Responsibilities

    • Possess knowledge of the W&S Sales Process, and the competency to demonstrate the skills, for the purpose of ensuring knowledge and skill transfer to Financial Representatives.
    • Ensure the "Agency System" is executed effectivity within the Agency to produce business results and to meet staff scorecard objectives, by providing guidance and coaching to associates through midweek updates, weekly debriefs, observation and coaching, joint field activity, skill building/training sessions, and other available resources. Drive sales through greater prospecting and, appointment setting along with cross-sell and up-sell to our target middle-market customers and prospects.
    • Manage and develop Financial Representatives by ensuring a thorough on-boarding program, completion of sales and product training, preparation for client calls and prospecting activity, and ensure minimum performance standards are met and or exceeded (FRI).
    • Train, coach and develop Financial Representatives by creating and implementing a Business Plan to produce profitable results in sales, by designing and implementing W&S Agency sales programs.
    • Act as advisor to the staff by delivering strategy and direction to the Agency, and then translating that strategy into production goals for Financial Representatives.
    • Partner with management team to administer recruitment and selection process to acquire organizational talent (adhering to the desired candidate profile) in an effort to build a highly successful staff. Participating in weekly Recruiting Team Meeting.
    • Work with Financial Representatives to schedule appointments to network and prospect with current and prospective clients, small businesses, community groups, as well as build relationships with local affinity groups.
    • Promote local incentive programs along with Leaders Sales meetings and sales campaigns to motivate and deliver production results at or above scorecard objectives.
    • Model and ensure ethical behavior and maintain organizational and professional standards at all times. Manage and influence the Financial Representative Vital Statistics and ensure all Financial Representatives meet established performance standards.
    • Provide regular status updates and reports to Agency Manager regarding, sales production, recruitment activity, and Financial Representative retention, and your scheduled activities.
    • Develop a strong working relationship with key individuals at all levels, including Agency senior management, and other Home Office support (Operations, Marketing, HR, TA, etc.).
    • Keep current on trends in the industry, and local markets, through continued industry education and participating in the local NAIFA and GAMA organizations.  
    • Performs other duties as assigned.

    Qualifications

    • Possess the necessary experience and track record as a sales and marketing professional within the financial services industry with execution experience and solid business acumen.
    • Experience will have encompassed some combination of selling, coaching, quantifying or providing creative solutions to sales, prospecting and recruiting scenarios. (7 years of relevant experience preferred.

    Educational Requirements

    • Minimum high school diploma or equivalent; college degree preferred.

    Computer Skills and Knowledge of Hardware & Software Required

    • Working knowledge of word processing and spreadsheet applications.
    • Working knowledge of internet and email.

    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

    • Obtain and hold State Life and Health license prior to hire.
    • Obtain and hold the FINRA SIE, Series 6, and Series 63 or equivalent prior to hire.

    Position Demands

    • Access to an automobile and ability to maintain a valid driver's license
  • 20 Days Ago

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Sales - Field Underwriting Territory Representative
  • Cincinnati Insurance Company, Inc.
  • Hampshire, OH FULL_TIME
  • Description: Make a difference with a career in insuranceAt The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we are l...
  • 1 Month Ago

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Life Enrichment Director
  • Kessler Estates Senior Living
  • Lima, OH FULL_TIME
  • Why You Should Work With Us: As a Sinceri Senior Living company, we are a fun loving, employee-centric community like no other! Maybe that’s why we have been certified by our employees as a Great Plac...
  • 3 Days Ago

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Life Enrichment Activities Assistant
  • Kessler Estates Senior Living
  • Lima, OH FULL_TIME
  • ACTIVITIES ASSISTANT (LIFE ENRICHMENT)Assisted Living Community CenterStarting wage - Up to $13.50 per hour DOEFull Time Position - Typically day shift with some evening hours requiredRotating every o...
  • 7 Days Ago

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Licensed Life Insurance Agent
  • American Assurance USA
  • Kalida, OH FULL_TIME
  • We are seeking a Life Insurance Sales Agent - Remote to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and ex...
  • 17 Days Ago

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Assistant Director of Residence Life
  • Ohio Northern University
  • Ada, OH FULL_TIME
  • Posting Details Posting Number: S000567 Posting Type: External - Open to All Applicants Job Title: Assistant Director of Residence Life Position Title: Assistant Director of Residence Life Position Ty...
  • 1 Month Ago

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0 Life Underwriting Manager jobs found in Lima, OH area

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Independent Insurance Claims Adjuster in Wapakoneta, Ohio
  • MileHigh Adjusters Houston Inc
  • Wapakoneta, OH
  • ADJUSTERS NEEDED NOW FOR ALL STORM RELATED SEASONS! Independent Insurance Claims Adjusters Needed Now! This is a HUGE op...
  • 3/28/2024 12:00:00 AM

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Assistant Restaurant Leader (Assistant Manager) - Speedy Caf
  • Speedway LLC
  • Lima, OH
  • We're excited to be part of the 7-Eleven family of stores! Do you want to become a big part of the reason why customers ...
  • 3/28/2024 12:00:00 AM

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AE - Sales Leader (Full-Time) - US
  • AMERICAN EAGLE OUTFITTERS INC.
  • Lima, OH
  • BE PART OF SOMETHING REAL YOUR ROLE As the full-time Sales Leader, you support the Store Leadership Team by rocking out ...
  • 3/28/2024 12:00:00 AM

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Operations Analyst
  • HCF Management, Inc.
  • Lima, OH
  • Introduction: HCF believes each employee makes a significant contribution to the quality of life of our residents and th...
  • 3/28/2024 12:00:00 AM

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Licensed Practical Nurse (LPN) or Certified Medical Assistant (CMA) - Occupational Health
  • Bon Secours Mercy Health
  • Lima, OH
  • At Bon Secours Mercy Health, we are dedicated to continually improving health care quality, safety and cost effectivenes...
  • 3/28/2024 12:00:00 AM

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Claims Adjuster Trainee
  • Progressive Corp.
  • Lima, OH
  • Claims Adjuster Trainee **Job Number** : 189210 Join one of FORTUNEs 100 Best Companies to Work For! As a **claims adjus...
  • 3/27/2024 12:00:00 AM

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Pk-5 Intervention Specialist
  • Ohio Department of Education
  • Ohio City, OH
  • Contact Principal Jamie Kunz kunz_j@nrschools.org 513-553-3183
  • 3/27/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • Findlay, OH
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 3/26/2024 12:00:00 AM

Lima (/ˈlaɪmə/ LY-mə) is a city in and the county seat of Allen County, Ohio, United States. The municipality is located in northwestern Ohio along Interstate 75 approximately 72 miles (116 km) north of Dayton and 78 miles (126 km) south-southwest of Toledo. As of the 2010 census, the city had a population of 38,771. It is the principal city of and is included in the Lima, Ohio metropolitan statistical area, which is included in the Lima–Van Wert–Wapakoneta, OH, combined statistical area. Lima was founded in 1831. The Lima Army Tank Plant, built in 1941, is the sole producer of the M1 Abrams....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Life Underwriting Manager jobs
$122,457 to $159,250
Lima, Ohio area prices
were up 1.3% from a year ago

Life Underwriting Manager in Lima, OH
Underwriting procedure for life insurance Selection is the term used to describe the consideration given to an application for insurance(  proposal) form for insurance to determine whether the life proposed  is insurable or not .if insurable , what term are offered.
February 16, 2020
Life Underwriting Manager in Denver, CO
With our long term experience supporting Life Underwriting Management teams to hire the highest quality talent, these market shifts are nothing new.
January 18, 2020
Life Underwriting Manager in Cedar Rapids, IA
Before we explain underwriting, let’s first briefly look at the concept of life insurance in terms of it being about a two-way promise, and what the premiums are used for.
January 12, 2020