Life Underwriting Supervisor supervises group of underwriters who review, analyze and inspect life insurance contracts. Accepts, modifies or declines a risk through evaluation of an individual's medical history or physical condition, occupational hazards, financial background, insurable interest and other information. Being a Life Underwriting Supervisor analyzes various rate plans utilizing the organization's claims history to determine the appropriate rate plan and benefits costs. Familiar with current legislative and compliance processes affecting life insurance. Additionally, Life Underwriting Supervisor may evaluate reinstatements and changes in existing policies. May have designations or course work toward the CLU, FLMI, etc. Has a sound working knowledge of medical terminology. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Life Underwriting Supervisor supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Thorough knowledge of functional area under supervision. To be a Life Underwriting Supervisor typically requires 3 years experience in the related area as an individual contributor. (Copyright 2024 Salary.com)
Plans, organizes and directs workflow and monitors activities to support the overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, timely and accurate processing of transactions that meet established standards and promotes exceptional service to internal and external customers. Conducts compliance and quality control audits and provides management with timely feedback and statistical results. Partners with the AOS and sales management teams to improve overall effectiveness within the Agency. Recruits, trains and develops direct reports (Client Support Specialists) using the performance management model. Trains new Financial Representatives on various system functions, form completion, reports and standard office procedures. Partners closely with the Agency’s sales leadership teams and represents the Agency in weekly and monthly meetings and company committees as needed. Identifies and implements process improvements. Handles complex customer issues, escalating to AOS or sales management team when appropriate. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.
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Computer Skills and Knowledge of Hardware & Software Required
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
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