Job Details

Job Description:
The Director of Institutional Life Insurance Underwriting and Case Management leads the underwriting and case management functions supporting institutional and ultra-high-net-worth life insurance clients. This role is responsible for underwriting excellence, operational efficiency, and a superior client experience, while maintaining compliance and risk standards. The director collaborates closely with sales, product and operations teams to optimize case flow from prospect introduction through application and policy issuance. This position also includes full leadership responsibility for a high-performing team.

Responsibilities:

• Oversee all aspects of life insurance underwriting for the institutional channel, including traditional and private placement products.

• Establish, document and maintain underwriting processes, SLAs, risk tolerance standards and escalation pathways.

• Implement workflows to ensure timely processing, accuracy and proactive communication with clients and advisors.

• Track and report service-level metrics, identify trends and drive process improvements.

• Review complex, high-value cases and provide underwriting recommendations.

• Anticipate and resolve case challenges.

• Work with carriers to negotiate optimal offers and eliminate unnecessary requirements.

• Ensure compliance with regulatory and internal standards, including privacy and AML protocols.

• Serve as the primary escalation point for underwriting and case management team members.
• Partner with producers and operations teams to support growth goals and ensure a seamless client experience.

• Build strong relationships with producers, setting expectations and addressing issues proactively.

• Cultivate relationships with new business and sales leadership teams at insurance carriers to ensure smooth case processing.

• Leverage technology and automation to enhance throughput and transparency.

• Provide insights to leadership regarding underwriting trends and opportunities.
• Lead and develop a team of case managers and underwriting specialists managing a high volume of cases.

• Manage staffing and workload in alignment with growth and evolving business needs.

• Coach, mentor, and develop team members with a focus on performance and career growth.

• Foster a culture of accountability, collaboration and continuous improvement.

• Develop onboarding and training programs for new team members.

• Set annual goals, define roles and responsibilities, and conduct performance evaluations.

Requirements:

• Bachelor’s degree

• 10+ years of progressive life insurance underwriting experience, including 3+ years in a leadership role

• Strong understanding of life insurance products; private placement experience (preferred)

• Experience working with financial advisors in the high-net-worth space

• Strong knowledge of ticketing systems, regulations, and compliance requirements in wirehouse and bank channels

• Demonstrated ability to manage complex high-net-worth cases

• Experience leading case management or new business operations (preferred)

Pay Range: 
The anticipated pay for this position is $150,000 annually. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity.  
We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.

Contact:  
Janet Foor
jfoor@jacobsongroup.com
+1 (312) 884-0421