Underwriting Consultant Resume Sample

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Buddy Vandervort
432 Julius Row,  Phoenix, AZ
+1 (555) 923 0587

Work Experience

Senior Life Underwriting Consultant
05/2017 - PRESENT
Chicago, IL
  • Partner with & influenceother internal customers to ensure KP business processes are in alignment with organizational goals
  • Demonstrated competence in all aspects of underwriting (including financial and medical) as well as a thorough knowledge of our contracts, underwriting principles and practices
  • Consistent, recognized negotiation skills that leave all parties with clarity on the risk management decision and process and a feeling that the best possible decision was made for both the client, company and producer, with an understanding that the relationship between producer and client is a valued one we respect and seek to preserve
  • The clearly demonstrated ability to make the best possible offer, creatively balancing the needs of the client and risk management, offering practical, solid solutions through a combination of rating, riders or offers of amended contracts with different benefit structures
  • Demonstrable ease and facility with risk management process, ability to identify those situations which require review or discussion by internal business associates (e.g., medical, senior Underwriting management, Law) and facilitate the accomplishment of same
  • A willingness to travel and meet with agencies
  • An expressed and clearly demonstrated ability to mentor, train and interact with peers and associates
  • Operates with a high level of personal production without compromising accuracy and consistency and exhibits good time management, and, equally important, exhibits excellent customer relations and problem-solving skills; is responsive, clear and has a commanding knowledge of the underwriting discipline and the individual application of underwriting practice to specific cases
  • A strong sense of urgency and understanding of priorities together with an ability to balance workloads
Underwriting Consultant
10/2011 - 11/2016
Boston, MA
  • A strong professional presence
  • All aspects of underwriting (including financial and medical) as well as a thorough knowledge of contracts, underwriting principles and practices
  • Key medical, financial and occupational information pertinent to DI risk assessment
  • Appraise and underwrite applications for individual and joint life insurance to assess mortality risk within company guidelines
  • Knowledge of life underwriting principles and techniques to operate under signature limit of $10 million of death benefit
  • Reviews applications and financial requirements to determine acceptability of risk in accordance with CNA’s guidelines and standards
  • Demonstrates in-depth knowledge of CNA’s products and appetite while clearly communicating CNA’s position at the point of sale
  • Complete group RFP’s and renewals on a daily basis
Allied Healthcare Underwriting Consultant
02/2007 - 04/2011
Philadelphia, PA
  • Life Insurance and Long Term Care underwriting experience in brokerage market
  • Builds and maintains strong working relationships with clients by gaining knowledge of clients’ business and uses effective listening skills to understand their needs. Effectively communicates, sells and negotiates RGA Re’s underwriting decisions
  • Respond with thoroughness and expedience to all internal and external inquiries based on SLA’s
  • Maintains survey data
  • Render prompt, equitable, efficient, courteous, and helpful services to our clients and to observe the insured’s’ rights to privacy. Ensuring the time and quality service standards is met
  • Approval authority: up to 100 million. New hires need to get this approval within 1 year
  • Participate in projects or any other initiatives of the function and/or the business as required
  • Work closely with GRP Underwriting Subject Matter Experts (SMEs) and GB Underwriting and Sales Best Practices to ensure that GRP’s underwriting policies and procedures are reflective of current practices, including client company nuances


Friends University
2001 - 2006
Bachelor's Degree in Math

Professional Skills

  • Healthcare/insurance experience knowledge, with strong math and analytical skills
  • Medical underwriting experience - pricing experience via manual pricing, experienced rating, alternate rating and funding methodologies
  • Strong math aptitude analytical, critical thinking, and decision making skills
  • Strong critical thinking/analytical reasoning skills
  • Strong computer skills; proficient in PC environment and with MS Word, Excel and Lotus
  • Pricing experience via manual pricing, experienced rating, alternate rating and funding methodologies
  • Pricing experience via manual pricing, experienced rating, alternate rating and funding methodologies

How to write Underwriting Consultant Resume

Underwriting Consultant role is responsible for underwriting, insurance, health, risk, travel, research, design, reporting, training, finance.
To write great resume for underwriting consultant job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Underwriting Consultant Resume

The section contact information is important in your underwriting consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Underwriting Consultant Resume

The section work experience is an essential part of your underwriting consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous underwriting consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular underwriting consultant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Underwriting Consultant resume experience can include:

  • Excellent written and verbal communication skills, with the ability to communicate effectively with all levels of management
  • Strong organizational skills and ability to handle multiple priorities
  • Mentors less experienced underwriters in the development of their technical skills
  • Relevant business experience with 2 – 5 years of underwriting experience
  • Underwriting experience and / or brokerage experience within E&O, with exposures to tech E&O, media, network security and privacy
  • Related experience; or any combination of education and experience, which would provide an equivalent background

Education on an Underwriting Consultant Resume

Make sure to make education a priority on your underwriting consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your underwriting consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Underwriting Consultant Resume

When listing skills on your underwriting consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical underwriting consultant skills:

  • Demonstrated organization and prioritization management skills, including the ability to manage competing priorities in a fast-paced work environment
  • Demonstrate effective time management skill
  • Pricing experience via manual pricing, experienced rating, alternate rating and funding methodologies
  • Pricing experience via all types of medical pricing methodologies (manual, experience, blended, alternate, etc.) and funding arrangements
  • Cost effectively ordering only those requirements necessary to evaluate applications within RBCIs pricing guidelines
  • Direct underwriting experience or equivalent experience

List of Typical Experience For an Underwriting Consultant Resume


Experience For Senior Life Underwriting Consultant Resume

  • Oversee the external QM programs and perform trend analysis within and between similar client company profiles; perform periodic, supplemental internal QM reviews, as requested by GRP management
  • Create and maintain a library of competitive intelligence materials that can be used to educate GRP and its client companies; act as an internal and external resource to identify case-level as well as broad competitive positioning strategies and techniques
  • Partner with GB Marketing to solicit competitive intelligence and market research appropriate for dissemination with GRP’s client companies; subscribe to various news services and publish pertinent articles in GRP’s weekly Industry News publication
  • Prepare case-level contract comparisons for “large” or otherwise important presale opportunities; act as a consultant to internal and external persons to increase understanding of specific contract provisions and services
  • Adhere to communication and change management protocols to ensure that new tools, guidelines and processes are followed to ensure effective implementation
  • Acts as a liaison to other departments; build effective relationships with business partners; work on special projects as assigned
  • Collaborating with other Medical Underwriting Consultants on the team

Experience For Group Underwriting Consultant Resume

  • Expert in all major areas of underwriting, including special pricing and marketing projects
  • Develop, deliver and maintain internal and client company training curriculum, including associated training agreements and course evaluations, as necessary
  • Prepare and distribute various communications to GRP Underwriting, GRP client companies, reinsurance intermediaries and other parties, as necessary
  • Lead and/or participate in various functional or cross-functional initiatives within GRP or with other GB areas, including deal level RFPs and implementations
  • Travel to conduct quality management reviews, provide training or participate in client company or other meetings, as necessary. (less than 10% travel)
  • Develops new business pricing models
  • Maintains pricing files and databases in accordance with defined standards
  • Provides consultative services for Account Executive, broker or customer regarding life, dental, and disability plans

Experience For Allied Healthcare Underwriting Consultant Resume

  • Assists customer unit administrative consultants to deliver and explain case underwriting results
  • Interact with sales area on new business and renewal pricing
  • Make appropriate risk, pricing and business decisions and recommendations on all cases within assigned limits
  • Maintains profitability on an assigned block of active cases through regular monitoring and analysis
  • Reviews sold policies, amendments and renewals to ensure appropriate pricing and coverage

Experience For Small Commercial Underwriting Consultant Resume

  • Work on underwriting related projects as assigned
  • Maintain an awareness of changing practices and regulations
  • Deliver dependable, accurate, and timely service while maintaining relationships with internal and external partners
  • Act as a technical resource for junior underwriters and provide developmental feedback on case level decisions within the context of a mentoring relationship
  • Mastery of product provisions, plan designs, pricing and contractual benefits

Experience For ABI Underwriting Consultant Resume

  • Exhibit complete understanding of sales/distribution process and market trends
  • Develop pricing and other calculation tools. Develop calculation spreadsheets and other miscellaneous calculation tools
  • Manages and conducts research projects and communicates finding to others under minimal supervision
  • Underwrites renewals for multiple products by reviewing details of the current plan (premium history, claim history, etc.) and company financial condition to determine appropriate renewal action; prepares pricing analysis for review; makes plan design change recommendations
  • Underwrites new business quotes by analyzing financial and plan information to determine whether or not to accept risk
  • Prices plan changes at broker or customer request, or to impact new business or renewal rate action
  • Participates in RFP strategy, implementation, and administration processes

Experience For Senior Reinsurance Underwriting Consultant Resume

  • Participates in strategic planning and project work to develop and/or improve underwriting processing, or that reviews previously released quotes for purpose of understanding trends and results
  • Builds/maintains rigorous sales practices using all CNA systems and other sales tools and disciplines
  • Analyze data related to the risk of being underwritten for large, complex cases in order to determine what benefits, if any, can be offered and at what rates
  • Respond timely and accurately to requests made to the underwriting team while maintaining positive relationships with our internal and external customers through effective written and verbal communication skills which include agents, proposed insureds, and State Department of Insurance Agencies
  • Strong knowledge of portfolio of group products offered within the voluntary benefits industry
  • Fully insured experience is highly desired for this role
  • Make decisions outside of standard Underwriting guidelines up to $250,000

Experience For Regional Underwriting Consultant Resume

  • Work independently with little oversight and direction
  • This role performs accurate analysis and risk assessment to produce sound financial responses/products in a timely manner
  • Knowledge of Medicare Advantage is an asset
  • Develop personal credibility with clients and peers
  • Analyzes specifications of non-experience rated and experience rated cases, particularly large and/or complex cases, using underwriting guidelines to determine eligibility and pricing
  • Regularly evaluates non-standard exceptions and makes judgment calls whether or not to allow exceptions
  • Conducts detailed review of competitor contracts and experience and determines how it applies to Lincoln’s offerings. Reviews census and occupational data as well as demographic trends to determine appropriate pricing levels
  • Prepares proposals by reviewing quote requests from brokers and marketing representatives, analyzes group statistical data, actuarial reports and market information to determine plan designs and pricing levels

Experience For Excess Casualty Underwriting Consultant Resume

  • Responsibility to analyze large claimant information and assess risks as to frequency and potential severity
  • Manages team of Underwriters and Analysts to determine workload distribution of department
  • Assists in determining strategic goals of team(s), including but not limited to resource planning, education/training needs, policy development and business growth
  • Identifies, coordinates and manages all relevant external business partner relationships, including but not limited to insurance carriers, external consultants and third party administrators and vendors
  • Leads and manages all assigned client underwriting projects, including the ability to present analysis to clients directly in a confident and easy-to-understand manner
  • Assists Producers in prospecting activities as needed, including but not limited to written RFP responses, finalist presentations and related follow-up activities
  • Leads in training development and execution on all underwriting and analysis related topics
  • Serves as mentor to Underwriter I, II and III

Experience For National Accounts Underwriting Consultant Resume

  • Underwrite smaller to medium size cases in a high production environment
  • Interact with the field on calls
  • Provide input on department procedures or practices
  • Thorough knowledge of regulatory and policy differences among states in which business is transacted
  • Travel to home office in Montpelier, VT as needed
  • Build and maintain relationships with Field, Berkshire business associates and other internal customers

Experience For Surety Underwriting Consultant Resume

  • Consult with sales and service partners to provide the products and plan options that best meet the needs of our customers
  • Evaluate and select risk to ensure the profitable acquisition of new cases and the continued profitable retention of in force cases
  • Conduct high quality risk assessments on all cases to assure business guidelines, target profit and metrics are met. Identify and analyze risk trends, making recommendations for addressing these
  • Contribute to the development of policies and procedures in support of product development initiatives
  • Provide annuity quotes for institutional clients. Managing quote response process, including communication with sales staff and providing timely responses to product related questions
  • Prepares and review annuity benefit calculations
  • Generate financial reports. Be able to troubleshoot results and revise any calculations and valuation methodologies as needed
  • Participate in Working Committee as SME (subject matter expert), business consultant, facilitating decisions in the assignments that this role is accountable for
  • Provide business analysis, product and UW analysis on project deliverable

List of Typical Skills For an Underwriting Consultant Resume


Skills For Senior Life Underwriting Consultant Resume

  • Interacts with all constituents using effective oral and written communication skills
  • Demonstrated strong understanding of top-line and bottom-line objectives
  • Excellent analytical and mathematical skill set
  • Able to work effectively independently and as a team player
  • Underwriting experience with larger groups
  • Responsible for assisting in the coaching, leading, and developing less experienced staff in support of Underwriting processes and philosophy
  • Experience in healthcare group underwriting including the following products: PPO, HMO, self-funded, fully-insured
  • Handles complex casework and issues using solid knowledge of Aetna's products/services and underwriting protocols

Skills For Group Underwriting Consultant Resume

  • Relevant experience in the insurance industry working in a high volume/high producing environment
  • Contribute to the building and maintaining of strong relationships within the organization
  • Success driven individual who has demonstrated 5 -10 years of success in a commercial underwriting role
  • Proposes rates for inforce growth business utilizing a combination of other carrier experience and demographic data
  • Experience in healthcare underwriting for any variety of products: PPO, HMO, self-funded, ASO / fully - insured, group or individual
  • Experience in healthcare underwriting for any variety of products: PPO, HMO, self - funded, ASO / fully - insured, group or individual

Skills For Allied Healthcare Underwriting Consultant Resume

  • Experience in healthcare underwriting for any variety of products: PPO, HMO, self-funded, ASO/fully-insured, group or individual
  • Experience in healthcare underwriting for any variety of products: PPO, HMO, self - funded, ASO / fully-insured, group or individual
  • Experience in healthcare underwriting for any variety of products: PPO, HMO, self-funded, ASO / fully-insured, group or individual
  • Experience in healthcare underwriting
  • Experience underwriting group life and disability products

Skills For Small Commercial Underwriting Consultant Resume

  • Group or Medical underwriting experience required (Medical, STD, LTC, FMLA, Life)
  • Experience in healthcare underwriting for any variety of products: PPO, HMO, self-funded, ASO/fully-insured, group or individual
  • Previous experience working with Sales
  • Experience in healthcare underwriting for any variety of products: PPO, HMO, fully-insured, group or individual
  • Underwriting experience is required
  • Underwriter / Underwriting Consultant or equivalent work experience in Health Insurance industry
  • Previous (3-5 years) experience in underwriting and/or LTD claims
  • Work experience in group insurance underwriting

Skills For ABI Underwriting Consultant Resume

  • Agent/Broker Relationships: Demonstrates a high level of responsiveness and focus on supporting Agents and Brokers objectives through successful negotiations
  • Life insurance underwriting experience
  • Experience in group life, dental, disability, or medical underwriting
  • Act as the gatekeeper of GRP best practices to ensure new content has been fully vetted prior to its internal / external communication and/or posting
  • Life underwriting experience is required

Skills For Senior Reinsurance Underwriting Consultant Resume

  • Works well under pressure and can manage multiple and changing priorities
  • Partner with customers, sales offices and agents to address demonstrated customer needs
  • Calculates renewal rates/fees for large complex cases based on thorough analysis of experience, location, demographics, etc
  • Experience working with Sales
  • Experience in group life, dental, and/or disability
  • Underwriter or equivalent work experience
  • Build strong cross-functional relationships with sales force and other internal organizations
  • Second review and signature for less experienced underwriters
  • Brokerage experience is desired

Skills For Regional Underwriting Consultant Resume

  • Demonstrate a mastery of the Company’s product portfolio, the sales, implementation, and enrollment processes, and market place influences
  • Demonstrated, consistent proficiency at Senior Underwriter level
  • Excellent technical expertise in risk selection
  • Highly skilled in persuasiveness and negotiation
  • Exhibit a strong commitment to quality and personal ownership of results
  • Underwriting roles in Underwriting and Claims Risk Management and/or operational underwriting teams
  • Understanding of Colonial Life’s underwriting, marketing and risk philosophy
  • Evaluating applications submitted to the company for policies of Disability Insurance and rendering decisions on issuance or declination
  • Progressing towards, or attainment of industry professional designation

Skills For Excess Casualty Underwriting Consultant Resume

  • Underwriting for self-funded, ASO
  • Assist in developing underwriting training material and participate in underwriting training
  • Knowledge to run large claim reports including predictive modeling and pending reports
  • Exhibits an in-depth knowledge of rating and/or accounting and underwriting concepts
  • Evaluate financial risk in conformance with underwriting policies, procedures and methodologies, keeping in mind overall profit objectives

Skills For National Accounts Underwriting Consultant Resume

  • Coordinates with other departments to ensure accuracy & consistency of performance guarantees, billing as well as overall account reporting
  • Assists in establishing rating & administrative procedures
  • Develops rates for both existing and prospective business utilizing a combination risk related methods
  • Provides superior service in support of writing and/or renewing Aetna's Medical business
  • Knowledge of disability products including product provisions, plan design, pricing and contractual benefits
  • Provide clear and concise proactive communications during the underwriting process that promote RBCI’s commitment to superior customer service
  • Maintain quality of underwriting decisions in all areas of underwriting as determined through audits and referral feedback
  • Learn rating and underwriting concepts
  • Makes recommendations to management regarding account analysis and underwriting risk decisions

Skills For Surety Underwriting Consultant Resume

  • Develop knowledge of disability products including product provisions, plan design, pricing and contractual benefits
  • Act as a mentor and coach, providing input to management regarding mentee performance
  • Participate in the pricing, reserving, and risk evaluation functions
  • Partner with the Sales Organization in understanding marketing opportunities and position product offerings that are deliverable by the Home Office
  • Review customer and partner applications, gather data and assess risk, providing accurate case documentation and sound decisions

List of Typical Responsibilities For an Underwriting Consultant Resume


Responsibilities For Senior Life Underwriting Consultant Resume

  • Provide Guidance to less experience underwriters on case decisions outside their authority level. Work with Sales on decisions appealed beyond the underwriter
  • Fully insured experience
  • Partner with Compliance and Legal departments in addressing application and legal issues
  • Travel approximately 5% to position underwriting offerings and other risk opportunities with sales organization
  • Serve as mentor/consultant to junior members of underwriting team
  • Knowledge of medicine, law, accounting, and finance as applied to the evaluation of life reinsurance risks and of life insurance risks
  • Dedicated to self-development with an ongoing willingness to learn new things
  • Intermediate or higher level of proficiency with MS Office suite (including Word, Excel and PowerPoint)

Responsibilities For Group Underwriting Consultant Resume

  • Make decisions that contribute positively to RBCI pricing objectives and reputation in the marketplace
  • To broaden and deepen the overall depth of Specialty Markets expertise throughout the Underwriting and Sales organizations
  • Performs post-sale review of account setup and ASO billing statement
  • Develop and maintain an understanding of state-specific requirements and Health Insurance Portability and Accountability Act regulations
  • Participate in project meetings as needed to complete deliverable assigned
  • Work with Agents to identify specific needs around issuance, endorsements, additional functionality as assigned
  • Contribute to corporate growth and profitability through timely and accurate evaluation of risk and establishment of sound underwriting practices at the account and segment level
  • Responsible for determining the risk selection at the account level for underwriting concessions of both group and individual product lines. Responsible for implementing and communicating all updated risk selections

Responsibilities For Allied Healthcare Underwriting Consultant Resume

  • Responsible for monitoring current underwriting and renewal strategies by business segment that balances top line and bottom line growth consistent with the targeted risk characteristics and long-term strategy of the company
  • Work with Underwriting Management to ensure that appropriate measures are in place to support best risk management practices
  • Partner with Actuarial in evaluating underperforming product experience in determined accounts on an annual (or other determined time frame) basis. Recommend, negotiate, implement and monitor necessary risk changes at the account level as necessary
  • Coordinate with the Product Marketing, Actuarial and Underwriting departments developing appropriate underwriting guidelines for assigned products
  • Facilitate with brokers product offerings that are profitable and deliverable
  • Ensure that product offerings positioned outside of normal guidelines are in line with “best” practices pertaining to Account Services, Claims and Underwriting guidelines
  • Responsible for documenting underwriting practices on specific products. Ensure that proper documentation is provided to Underwriting training staff and management with respect to underwriting guidelines
  • Responsible for monitoring the competitive environment and communicating trends and potential solutions to remain competitive in underwriting practices
  • Identifies market trends in underwriting guidelines, develops and implements appropriate responses partnering with internal peers

Responsibilities For Small Commercial Underwriting Consultant Resume

  • Extensive knowledge of Colonial Life’s individual and group product lines
  • Extensive knowledge of external voluntary market (competitors)
  • Underwrite renewal (primarily) and new business for the California market
  • Prepare group level financial projections to assist with budgeting, forecasting and other ongoing reviews that directly align with client strategies and organizational performance targets
  • When necessary, seek input from, and work collaboratively with a variety of functional areas such as management, health care economics, sales & account management, and finance - to achieve optimal solutions
  • Proven leadership and collaborative skills with the ability to build consensus and influence outcomes without formal authority
  • Strong Microsoft Office product skills (Word, PowerPoint, etc.)

Responsibilities For ABI Underwriting Consultant Resume

  • Prepare financial experience rating calculation and other ongoing reviews that directly align with client strategies
  • Communicate effectively with agents/producers to explain adverse underwriting decisions, while maintaining agency relationship and encouraging future business. Manage key producer accounts in concert with Case Specialists. Travel with field reps. Develop and lead agent seminars on underwriting topics
  • Review Referrals from and provide feedback for Underwriters and Sr. Underwriters. Mentor more junior underwriters. Audit underwriters on case performance and MIB coding. Assist in underwriter training
  • Reinsurance or impaired risk (direct) experience
  • Consistently demonstrates integrity, tact and respect

Responsibilities For Senior Reinsurance Underwriting Consultant Resume

  • Establish strong cross-functional relationships
  • Provides pricing support for national distribution partners serving PEO and aggregated employer groups
  • Senior team member working with external broker-partners on new business quote activity
  • Lead periodic reporting processes and related analysis for review with management and external client
  • Claims analysis in the large group (100+) and self/level funded settings
  • Life insurance underwriting experience. FALU and/or FMLI designations. Formal medical and/or pharmacological training, knowledge and/or experience. Ability to read EKG's
  • Experience with Risk Management
  • Client focused (both external and internal)
  • Fluency in English and native level Japanese

Responsibilities For Regional Underwriting Consultant Resume

  • Comprehend vast amounts of medical and financial information quickly
  • Excellent oral and written communication skills, particularly in terms of technical writing, including ability to communicate to audiences with varying levels of expertise and/or job level
  • Passionate dedication to work product quality and excellence
  • Able to work effectively with others on a day-to-day basis as well as within project teams, including but not limited to GRP non-underwriting functional areas, GB Shared Services, and client companies
  • Highly self-motivated, takes ownership and able to work independently with limited direction
  • Experience in healthcare underwriting for any variety of products: PPO, HMO, self-funded, ASO/fully-insured, group or individual OR similar experience in financial/risk analysis/economics
  • Be persuasive and to negotiate, with guidance from management
  • Work independently; addresses problems and know when to involve management

Responsibilities For Excess Casualty Underwriting Consultant Resume

  • Work independently and address problems through own initiative and creativity with minimal assistance from senior level underwriters or management
  • Intermediate level of proficiency with MS Office suite
  • Experience in healthcare underwriting for any variety of products: PPO, DHMO, self-funded, ASO / fully-insured, or group. Ideally, extensive experience with dental and vision underwriting - Dental UW is highly desired
  • Proficiency with MS Office suite including Excel, Word, PowerPoint
  • Currently possesses industry standard senior level disability and critical illness approval limits
  • Currently possesses industry standard senior level Life approval limits
  • Evaluation and selection of risk within RBCIs risk tolerance and profitability objectives
  • Responsibility for oversight and identification of any barriers to achievement of financial goals (identify evaluate and help Underwriting Leadership and Product & Pricing team to implement potential improvements)

Responsibilities For National Accounts Underwriting Consultant Resume

  • Opportunity to enhance the overall talent and knowledge level of Specialty Market Underwriting and Sales, specifically in the Association/Affinity vertical
  • Be a go to person for technical issues and decision making for other team members. Advises others how to handle irregular administrative requests or technical underwriting risk analysis based not only on experience, but also as capacity as a leader
  • Be a go to person for the Specialty Markets Underwriter Leader for the most complex work or key project work. The manager is able to delegate part of a larger task for completion and integration with the overall deliverable
  • In addition to being a participant on a project, be a leader within a project team who defines, organizes and directs tasks that need to get done
  • Helps support Specialty market team management with activities that are key drivers for the team to achieve results. Eg, Help ensure the team is on time with renewal cycles and that targets are being met. Help gather information from Sales to help the manager analyze and set a course of action
  • Develop relationships externally through broker visits, regular connections and access to brokers, and training/education
  • Negotiate with people
  • Makes recommendations and suggests alternatives
  • Communicates technical concepts to internal and external constituents

Responsibilities For Surety Underwriting Consultant Resume

  • Develops and maintains the relationship through responsive service, site visits, in person renewal meetings or enhanced knowledge of their customers businesses
  • Knowledge of how to prepare an Aggregate Stop Loss Calculation and Trend Calculation required
  • Expert user in Microsoft Excel (complex formulas, pivot tables, etc)
  • Underwrite Life and Disability
  • Build relationship with Field Sales Force
  • Meet individual and team metrics
  • Manage inforce block of business
  • Occasional travel required?

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