Underwriting Case Specialist - Expert 100% remote in US - #1860405

MassMutual Financial Group

Date: 16/10/2021
City: Harrisburg, PA
Contract type: Full time
MassMutual Financial Group

Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.


  • THIS POSITION IS 100% REMOTE / VIRTUAL* Work from home anywhere in the United States

We are seeking an Underwriting Case Specialist to join our team! You will be responsible for delighting our customers and advisors during the individual life (Term and WL) insurance sales and service process.

Meet the Team – Underwriting

It is an exciting time at MassMutual! MassMutual is going through a digital transformation, continuing to be a leading customer-centric company.

The team culture is collaborative, cross-functional, and uses old and new technologies combined with the work/life balance.

Job Description

The Underwriting Case Specialist role is a bridge from customer service and college professionals aspiring to full Life Underwriting authority.

This position is integral in our Underwriting Career path and you will have hands-on interaction with Life Underwriters in their development of offers to improve the advisor and customer experience.

Role and Responsibilities

  • Works closely with the Agency New Business Coordinators, MassMutual's Producing Agents, Underwriters, Case Managers and New Business Operations staff and clients, to review and facilitate the issue of all submitted life application packages.

  • Complete application review of contractual and regulatory requirements, as well as some underwriting risk selection for cases meeting defined criteria for age, face amount, health history and other risk elements. Complex cases, or those falling outside of these predetermined criteria, will be referred to line underwriters.

  • Strong field relations, exceptional knowledge of underwriting platforms, responsiveness and attention to detail are a must.

  • Thirst for development to include ongoing training, education and skills based on business need and capacity requirement for specialized and evolving risk assessment.

  • Critical partner to a team of 10-15 Life Underwriters to drive a "service now" experience with Customers, Advisors and New Business Coordinators.

  • Aptitude to learn underwriting policies, guidelines, practices and procedures

  • Tailor communication style to fit a variety of target audiences, i.e. agency, new business personnel and foster relationships with advisors and third party partners

  • Collaborate effectively with stakeholders to gather information necessary for decision making and to select profitable risks

  • Build trust and foster strong rapport with colleagues, business partners, and third party customers

Required Qualifications

  • High school diploma or GED

  • Strong Digital-First mentality and "I Can" attitude

  • 1-3 years of customer / field support roles like Customer Care or Case Management

  • Ability to think critically, problem solve using data to drive toward resolution

  • Positive, inclusive, agile, and collaborative mindset

  • Strong verbal and written communication skills

Preferred Qualifications

  • Bachelors degree

  • Working knowledge of life and disability products and features

  • Experience with underwriting or interest in an underwriting career in a fast-paced work environment

  • Life insurance underwriting experience

  • Knowledge of disability underwriting

  • Third party distribution, banks or wire house underwriting experiences

  • Reinsurance experience

  • Taken LOMA/FLMI courses or FALU / FLMI course work in progress

Why Join Us.

We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

Recognized as a 2020 World's Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure – it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

This job is expired. Please use the search form to find active jobs or submit your resume.

Post a resume