Underwriting Large Case Specialist

About This Opportunity

We are representing a confidential life insurance organization seeking an Underwriting Large Case Specialist to serve as a senior technical expert within their Life Underwriting practice. In this remote role, you will apply specialized expertise to adjudicate the most complex cases, troubleshoot escalations, and guide peers in leveraging modern underwriting technologies while ensuring competitive, customer-centric, and compliant underwriting practices.

Responsibilities

• Serve as the large case underwriting and financial specialist, adjudicating the most complex and high-value cases, reviewing appeals, reference, and reinsurance submissions
• Provide expert judgment and guidance on escalated cases, troubleshooting complex issues for all levels of staff and management
• Communicate with field partners and home office personnel to acquire necessary information, solve problems, negotiate appeals, and convey decisions professionally
• Build and strengthen partnerships with distribution leaders, agencies, and field partners to ensure alignment and service excellence
• Apply deep reinsurance expertise to ensure appropriate use of automatic and facultative reinsurance, evaluate treaty requirements, and partner with reinsurance underwriters as needed
• Serve as a trusted underwriting partner to distribution and field leadership, delivering clear guidance and consultative expertise
• Maintain deep knowledge of underwriting guidelines, risk assessment methodologies, and regulatory requirements
• Champion the adoption and effective use of modern underwriting tools and platforms
• Mentor, train, and guide underwriters in advanced financial underwriting
• Monitor industry trends and share insights to inform business decisions

What We're Looking For

• Minimum of 15-20 years of experience in individual life underwriting
• Proven track record handling large and complex cases for high-net-worth applicants
• Industry related education (FALU, FLMI, etc.)
• Specialized depth and breadth of expertise in individual life underwriting, including authority on complex and high dollar cases
• Demonstrated experience working within reinsurance frameworks, including interpreting treaty language, understanding retention limits, applying automatic and facultative reinsurance rules, and collaborating with reinsurance partners
• Expertise reviewing complex financial statements, tax returns, and similar documentation
• Familiarity with emerging technologies (Electronic Health Record, GenAI, wearable technology) and behavioral economics concepts
• Strong problem-solving and decision-making skills with ability to adapt precedent and develop innovative approaches
• Excellent communication and collaboration skills, capable of influencing peers and supporting leadership
• Must be legally authorized to work in the United States without visa sponsorship now or in the future

How We Work With You

When you apply through Get A Job.ai, our talent team will review your qualifications and conduct an initial screening. If there's a strong match, we will submit your profile to our client for consideration. Please do not contact the employer directly—all communication and coordination will be managed through our recruiting team to ensure the best experience for you.

Employment Details

Location: Remote (United States)

Travel: Less than 10% required

Employment Type: Full-time

Equal Employment Opportunity

Get A Job.ai is committed to creating a diverse and inclusive environment. We are an equal opportunity employer and welcome applications from all qualified candidates regardless of race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic.