Underwriting & Service Manager (Remote)

4 days, 4 hours ago
Part-time
Lead
Operations
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

  • Manage, support, recruit, and train client specialists.
  • Set team expectations and hold staff accountable to underwriting and service standards.
  • Handle applications end-to-end, from submission through underwriting, policy delivery, and funding.
  • Coordinate medical exams, labs, APS requests, carrier follow-ups, and service requests.
  • Build and maintain underwriting and client service SOPs.
  • Improve case tracking, communication, service resolution, CRM documentation, and reporting.
  • Ensure clients receive a proactive, clear, and well-managed underwriting experience.
  • Partner with coaches and serve as the escalation point for complex cases and service issues.

Requirements

  • Prior experience in life insurance underwriting, case management, or related insurance operations.
  • Experience training, leading, or mentoring others.
  • Strong written and verbal communication skills.
  • Ability to manage multiple cases and people with strong organization and attention to detail.
  • Calm, decisive approach to complex or high-pressure cases.
  • Demonstrated ownership and ability to build, document, and teach processes.
  • Reliable high-speed internet and a suitable home office setup.
  • Comfort working remotely and independently for at least 20 hours weekly during core Central Time hours, with potential to grow toward full-time.
  • Comfort using Zoom and learning new technology systems quickly.
  • Experience with HubSpot, Slack, Outlook, Monday.com, Dropbox, or insurance carrier portals preferred; no insurance license required.

Benefits

  • Competitive base salary plus performance-based bonus.
  • Fully remote position with flexible part-time-to-full-time growth potential.
  • Meaningful leadership influence and a seat at the table during company expansion.
  • Strong team culture and support.
  • Access to company educational resources and training.
  • Significant long-term growth opportunity.

Interested in this position?

Apply directly on the company website

Apply Now

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