Underwriting Assistant Job at Winged Keel Group, Manhattan, NY

ZHZVbFdsak9ob3F6NFMzUEdnYkM0ZTZaZEE9PQ==
  • Winged Keel Group
  • Manhattan, NY

Job Description

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.

Job Tags

Full time, Immediate start,

Similar Jobs

Mobile Wellness Solutions

Mobile Phlebotomist Job at Mobile Wellness Solutions

 .... Mobile Wellness Solutions is looking for a Part-time Mobile Phlebotomist. Job Details: The candidate/phlebotomist is responsible...  ...blood, urine, EKG, and medical history. The candidate will travel to the patient's location for appointments. Paid per appointment... 

CZ Logistics

CDL-A Dedicated Team Truck Driver Job at CZ Logistics

 ...Details: CDL-A drivers will make $1,630 - $1,770 a week + Accessorial Pay Out 6-7 days, home 2 days Team Driving- pre-made teams...  ...to thrive in a rapidly evolving global marketplace. We are dedicated to delivering exceptional service, innovative strategies, and... 

Mead & Hunt

Entry-Level Civil Technician Job at Mead & Hunt

 ...consulting firm, has an exciting opportunity available for an Entry-Level Civil Technician to join our Aviation group in our Lansing, MI...  ...Qualifications: The successful candidate will have an associate degree (or higher) in civil engineering, survey technology,... 

Willamette Valley Vineyards

Experienced Tasting Room Associates in Happy Valley Job at Willamette Valley Vineyards

 ...Vineyards Estate in the Salem Hills is looking for Experienced Tasting Room Associates to be a part of our wine journey. The Tasting...  ...Willamette Valley Vineyards guests and providing Oregon's best food and wine tasting experience. Primary Job Responsibilities/Essential... 

Po Enterprises

Cruise Reservations Agent Job at Po Enterprises

 ...About the Role Were looking for a dedicated Cruise Reservations Agent to support travelers in planning and booking cruise vacations....  ...destination knowledge What We Provide Flexible remote work environment Ongoing professional development...