Underwriter
Calling all experienced underwriters! Your passion and detail-orientated nature play a major role in supporting our mission to our members. At Catholic Financial Life, we are looking for that important piece to join our team as an Underwriter! Could you be our missing piece of the puzzle?
WHAT YOU’LL DO
As an Underwriter, you will:
- Evaluate and underwrite life insurance applications and make determinations of the terms, coverage, and rating classification within the designated approval limit
- Determine whether to accept, modify, or decline a risk through evaluation of an individual's medical history or physical condition, occupational hazard, and financial background
- Collaborate effectively with stakeholders to gather information necessary for decision making and properly assesses risk class
- Communicate medical and financial information in a clear and concise manner to ensure that the customer understands the information
- Acquire knowledge on the fundamentals of life insurance principles including anti-selection, over-insurance, products, legal fundamentals, and state and federal regulations pertinent to underwriting
- Complete regulatory and job training requirements
QUALIFICATIONS
- Post-Secondary degree and/or 2 years of Life Insurance Industry experience
- Excellent oral and written communication skills with high level of professionalism
- Excellent decision-making skills with an eye towards finding “win-win” solutions
- Self-Starter with excellent teamwork skills and innate sense of urgency
- Proficient in Microsoft Office and the ability to learn proprietary software
- Bilingual/Spanish communication a plus
You will be part of our amazing underwriting department who are curious, self-motivated and who value independent work. This is an exciting role with lots of opportunities to grow and be a part of the succession plan for the department!
WHAT WE OFFER
- A generous base salary plus short-term incentive bonus eligibility
- Access to a full group Benefits package including health, life and disability insurance plus a 401(k)plan
- Free parking in our Home Office structure
- On-site wellness amenities including our rooftop pool and workout room
- Wellness subsidy program
- Ability to work remote on Friday
- Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
About Catholic Financial Life – a Trusted Fraternal Life brand
Catholic Financial Life, a Trusted Fraternal Life brand, helps members protect their loved ones and achieve financial security through life insurance, retirement planning, education savings, and more. For more than 155 years, we have been a force for good—enhancing the quality of life in communities throughout the United States. Our financial strength rating was upgraded to an “A” with a stable outlook in 2023 by the Kroll Bond Rating Agency. We have been recognized by the Milwaukee Journal Sentinel as a Top Workplace 11 years in a row. For more information, visit www.cfl.org.
Catholic Financial Life, a Trusted Fraternal Life brand, is an Equal Opportunity Employer
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:
- Serving God through serving others;
- Providing financial security; and
- Enhancing quality of life