Client Success & Underwriting Specialist (Remote)

2 months ago
Full-time
Mid Level
Customer and Technical Support
Wealth Without Wall Street

Wealth Without Wall Street

Wealth Without Wall Street provides educational resources and strategies aimed at helping individuals achieve financial freedom by teaching them how to grow wealth and invest wisely, enabling them to prioritize their time and family over traditional wo...

Capital Markets
1-10
Founded 2017

Description

  • Coordinate life insurance applications from submission through final policy delivery.
  • Gather, organize, and submit client information and supporting documents to insurance carriers.
  • Coordinate medical exams, labs, APS requests, and other underwriting requirements.
  • Communicate proactively with clients about outstanding requirements and underwriting updates.
  • Follow up with carriers to keep cases moving efficiently and reduce delays.
  • Help coaches prepare clients for underwriting expectations, next steps, policy delivery, and funding logistics.
  • Serve as the main point of contact for clients during the underwriting process and translate carrier communication into clear, client-friendly messaging.
  • Assist with onboarding new clients into company systems and community after policy placement.
  • Support existing policyholders with service requests, policy changes, and carrier service forms.
  • Maintain accurate CRM notes, task tracking, workflows, and follow-ups across company systems.

Requirements

  • Strong written and verbal communication skills.
  • Reliable high-speed internet and a home office setup.
  • Comfortable working remotely and independently.
  • Available during core Central Time business hours.
  • Comfortable using Zoom and collaborating in a remote team environment.
  • Ability to manage multiple moving pieces simultaneously.
  • Proficiency with technology and willingness to learn new systems quickly.
  • Highly organized, detail-oriented, proactive, and responsive.
  • Calm under pressure, relational, service-minded, and emotionally intelligent.
  • Experience with HubSpot, Slack, Outlook, Monday.com, Dropbox, insurance carrier portals, customer service, client success, life insurance, or underwriting operations is helpful but not required.
  • No insurance license is required for this role.

Benefits

  • Hourly compensation plus performance-based bonuses tied to applications and funded policies.
  • Fully remote position with flexible scheduling.
  • Approximately 25–35 hours per week initially with strong potential to grow into a full-time role.
  • Access to company educational resources and training.
  • Meaningful, mission-driven work supporting clients and coaches.
  • Strong team culture and support.
  • Opportunity for long-term growth as the company scales.

Interested in this position?

Apply directly on the company website

Apply Now

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