Disability Insurance Underwriter: Partner with Advisors

Northwestern Mutual Group; United States; Sur place; USD 61 000 - 91 000; Plein temps

Résumé du poste

Northwestern Mutual Group is seeking a detail-oriented underwriter support role in the United States. The position focuses on building strong relationships with financial advisors and customers to streamline the insurance application process.

You will review inquiries, gather information, and advise on eligibility and coverage options, while collaborating with internal teams to ensure timely, accurate decisions in a fast-paced environment.

Qualifications

• Bachelor's degree preferred or 4 years’ equivalent experience.
• Analytical skills with the ability to make independent decisions.
• Excellent written and oral communication, handling confidential information.

Responsabilités

• Builds strong relationships with financial advisors, customers, and internal business partners to support the insurance application process.
• Communicates with customers and financial professionals to answer questions, provide updates, and ensure a positive experience throughout the application process.
• Serves as a resource for financial advisors by providing guidance on insurance applications, coverage considerations, and application requirements.
• Reviews preliminary inquiries and available information to help determine whether an application may be eligible for insurance coverage and identify any additional information that may be needed.
• Collaborates with internal teams and external partners to gather information, resolve issues, and support timely decision-making.
• Delivers responsive, high-quality service while ensuring work is completed accurately and efficiently.
• Reviews insurance applications and customer information to help determine eligibility and coverage options.
• Evaluates financial, health, and occupational information using company guidelines and training.
• Manages applications throughout the review process, gathering information and tracking outstanding requirements.
• Communicates with financial advisors and business partners to explain decisions and answer questions.
• Collaborates with medical, technical, and operational teams to support accurate and timely decisions.
• Uses a variety of information sources to assess applications and make informed recommendations.
• Ensures compliance with company policies, regulatory requirements, and quality standards.
• Meets productivity and quality goals while supporting process improvements and resolving issues as they arise.

Connaissances

Analytical skills

Sound judgment

Communication skills

Computer skills

Accuracy under pressure

Highly organized

Task management

Learning agility

Critical thinking

Decision making

Adaptive communication

Negotiation

Objection handling

Change adaptability

Accountability

Formation

Bachelor's degree

Description du poste

Northwestern Mutual Group is seeking a detail-oriented underwriter support role in the United States. The position focuses on building strong relationships with financial advisors and customers to streamline the insurance application process.

You will review inquiries, gather information, and advise on eligibility and coverage options, while collaborating with internal teams to ensure timely, accurate decisions in a fast-paced environment.