Firm Summary:

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With eleven offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.
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 and update case record in database
Order Prescription Checks and MVRs
Order Attending Physician Statements (APSes) and track progress
Complete life insurance applications and prepare for delivery, tagging for required signatures
Prepare documents for signature on DocuSign
Prepare and submit MHS paperwork for approval
Distribution and filing of carrier product and underwriting updates
Develop basic knowledge of carrier products
Use resource websites to download correct and complete sets of current application paperwork for cases moving forward
Enter application and policy information in company database
Carefully review policies, and prepare policy delivery package and cover letter
Fax documents to insurance carriers and vendors
Copy and scan applications, policies, and other documents
Create FedEx labels and packages, and oversee sending out packages via messenger service
Break down Underwriting files when a case closes and transition the case to the Client Services team

Ideal Candidate will Possess the Following:

Bachelor’s degree
Extremely strong detail orientation
Strong communications skills - written and verbal
Strong ability to work independently and as part of a team
Ability to work with repetitive routine processes and maintain accuracy and efficiency
Ability to organize, prioritize and manage multiple tasks and requests
Ability to set and meet deadlines
Ability to perform well under pressure
Ability to multi-task and handle multiple requests
Proficiency in Word and Outlook and basic knowledge of Excel and PowerPoint
Ability to operate in a fast-paced environment along a steep learning curve

Working Conditions/Demands/Complexity:

Required to work on a computer for a substantial part of the day
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 performance-based bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.

Underwriting Assistant

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