Life Insurance Underwriter Atlas Wealth Solutions Atlas Wealth Solutions

Responsibilities:

  • Oversee the complete underwriting process required to secure underwriting approval for assigned clients in a timely manner, per Atlas best practices
  • Maintain professional communication standards with insurance companies, internal team, and Life Insurance clients.
  • Manage assigned UW pipeline and timely reporting to Tactical Wealth Strategist team
  • Update Life Insurance CRM and keep current through underwriting process to approval and funding
  • Manage and master technology platforms used during UW process (we will provide training)
  • Help manage Life Agent licenses and appointments, as directed

Minimum Requirements:

  • Prior work from home experience preferred. High speed internet and dedicated home office space required
  • Excellent written and verbal communication skills.
  • High attention to detail and adherence to standard operating procedures
  • A proactive self-starter with a flexible work approach and a motivated, energetic, “can-do” attitude
  • Professional presentation/work approach and a helpful, supportive spirit.
  • Ability to handle sensitive and confidential client information in a safe, responsible, and ethical manner, while also abiding by all company Cybersecurity protocols
  • Previous experience with life insurance and/or underwriting preferred, but not required.

*** Please also apply at this link: https://atlaswealth.wufoo.com/forms/x113ladd0wyij5r/

Job Type: Full-time

Pay: $15.00 – $20.00 per hour

Benefits:

  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Education:

  • High school or equivalent (Preferred)

Experience:

  • Work From Home: 1 year (Preferred)
  • Underwriting: 1 year (Preferred)

Language:

  • English (Preferred)
  • Spanish (Preferred)

Work Location:

  • Fully Remote

This Company Describes Its Culture as:

  • Detail-oriented — quality and precision-focused
  • Innovative — innovative and risk-taking
  • Outcome-oriented — results-focused with strong performance culture
  • Team-oriented — cooperative and collaborative

Company's website:

  • www.cashflowtactics.com

Benefit Conditions:

  • Only full-time employees eligible

COVID-19 Precaution(s):

  • Remote interview process
  • Virtual meetings

About admin

Editorial Staff at SalesJobinfo is a team of Career experts led by damage_brain. Page maintained by damage_brain.