4 days ago Be among the first 25 applicants
Firm Summary:
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
The Life Insurance Underwriting Assistant acts as an instrumental resource by providing administrative support to the Underwriting team with case set up, ordering and preparing insurance company forms, tracking underwriting requirements, and entering data for new policies.
Position Responsibilities:
- Case set up: Create client folder and case record in database
- Prepare client HIPAA Authorization forms for signature
- Request Attending Physician Statements (APS’s) from doctors’ offices, arrange for payment, and follow up regularly until obtained
- Obtain prescription checks, exam paperwork, lab results, and motor vehicle reports
- File and save documents in client and department resource folders
- Submit underwriting files and paperwork to carriers
- Assist with tracking and recording carrier informal offers in spreadsheet
- Download life insurance application paperwork and supplemental forms
- Complete life insurance applications and prepare for signature on DocuSign
- Prepare policy delivery packages to client
- Prepare invoices
- Data entry: Input client, application, and policy information in company database
- Create FedEx labels and packages, and oversee sending out packages
- Assist with the file breakdown when a case closes and the transition of the case to the Client Services team
- Develop basic knowledge of carrier products
Ideal Candidate will Possess the Following:
- Bachelors degree
- High attention to detail
- Strong organizational skills
- Ability to consistently meet deadlines
- Likes following a process and seeing a project through to completion
- Ability to work individually or with a team when necessary
- Effective communication skills with internal and external parties
- Ability to take direction and effectively carry out any tasks expected to complete
- Ability to multitask with strong prioritization skills
- Maintains precise notes on any processes, training, or client information
- Knowledge of Microsoft Office, Microsoft Outlook, Adobe Acrobat, and SalesForce
- Ability and willingness to learn new programs and processes
- Takes initiative with urgent, time sensitive tasks
- Maintains a positive, can-do attitude
Working Conditions/Demands/Complexity:
- Required to work on a computer for a substantial part of the day
- Flexibility to occasionally work overtime as needed to meet deadlines
- A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
Compensation / Benefits:
- Attractive annual compensation package is commensurate with experience
- Eligible for annual bonus
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits
Powered by JazzHR
xU1BQXmdHo
Seniority level
Seniority level
Entry level
Employment type
Job function
Job function
Finance and SalesIndustries
Internet Publishing
Referrals increase your chances of interviewing at Winged Keel Group by 2x
Sign in to set job alerts for “Underwriting Assistant” roles.
New York, NY $43,700.00-$74,200.00 4 months ago
New York, NY $50,000.00-$70,000.00 1 week ago
Underwriting Assistant, Personal Umbrella
New Hyde Park, NY $45,000.00-$65,000.00 3 days ago
New York City Metropolitan Area $65,000.00-$80,000.00 1 week ago
New York, NY $90,000.00-$120,000.00 4 days ago
New York, NY $125,000.00-$170,000.00 9 months ago
New York, NY $65,000.00-$85,000.00 1 year ago
New York, NY $101,700.00-$137,280.00 20 hours ago
P&C Underwriting Assistant - Construction
New York, NY $80,000.00-$95,000.00 1 day ago
New York, NY $175,000.00-$225,000.00 3 weeks ago
New York, NY $55,000.00-$68,000.00 1 week ago
Underwriting Assistant - Middle Market Retail Property
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.