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Life & Health Insurance Underwriting Executive | Profile 11484

The Candidate presents a robust background in underwriting, showcasing a broad range of expertise from individual life insurance to health, group life, and disability income underwriting. With a career spanning several decades, this professional has honed their skills in assessing medical and financial risks, ensuring accurate risk class assignments, and effectively communicating underwriting decisions.

Candidate's Accomplishments

  • Extensive experience in underwriting, with expertise in individual life insurance, group life, health, and disability income insurance.
  • Proven track record from May 2023 to present as an Underwriting Consultant, focusing on evaluating medical and financial risks to determine appropriate risk classifications.
  • Served as a Senior Underwriting Consultant from July 2018 to March 2023, managing complex underwriting tasks and providing risk assessment for a leading sales processing organization.
  • Completed contract work as a Senior Underwriting Consultant between April 2018 and June 2018, demonstrating flexibility and expertise in remote consulting roles.
  • Held a position as a Senior Underwriter from May 2014 through November 2017, where responsibilities included reviewing applications and collaborating with field agents.
  • Prior experience as a Senior Underwriter and Senior Underwriting Consultant from March 2009 through October 2008, focusing on property/casualty applications and rate assignments.
  • Served as a Safety Director from March 1999 through May 2002, leading safety management systems for a global marine industry, conducting safety audits, and ensuring compliance with safety standards.
  • Earlier career as a Senior Underwriting Consultant from August 1981 through March 1999, where duties included reviewing insurance applications, underwriting group health insurance, and training new hires.
  • Demonstrated ability to assess and classify risk for both routine and complex cases, ensuring accurate and efficient underwriting decisions.
  • Skilled in reviewing medical records, financial documents, and conducting interviews to determine risk class assessment in line with company guidelines.
  • Effective in documenting risk assessments and underwriting decisions, maintaining clear and accurate records within system applications.
  • Proficient in corresponding with both internal and external customers, including distribution partners and the medical community, regarding case status.
  • Experience in training newly hired underwriters, sharing knowledge and expertise to enhance team capabilities.

Education & Training

  • Holds a B.A. in Business Administration, achieving Dean's List recognition.
  • Completed industry-specific training, including ALU courses (101, 201, 202), Horizon Underwriting System, and Microsoft Office suite.
  • Acquired specialized training in Confined Space Safety and completed courses offered by the Life Office Management Association (L.O.M.A. 1 through 10).
  • Undertook the Dale Carnegie Course in Effective Speaking, enhancing communication skills.

Professional Affiliations

  • Member of the Fellowship of Life Management Institute, demonstrating a commitment to ongoing professional development.
  • Served as an Individual Division Representative for the Fraud Committee, contributing to industry standards and practices.

This Candidate is distinguished by their comprehensive experience in underwriting across various insurance types, proven leadership in safety management, and dedication to professional development and community involvement. Their analytical skills, ability to manage complex cases, and commitment to accuracy and compliance make them a valuable asset to any organization seeking expertise in underwriting.

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