As a Subject Matter Expert as a Life Underwriting Case Manager with nearly 20years of Brokerage General Agency experience, I seek a new opportunity with a successful, like-minded firm which has focus on integrity, excellence, ethics and high touch concierge service. A position in either environment where risk differentiation, special risk medical financial challenges where my in-depth experience in working in a concierge-like environment would be a "fit" My experience is comprised of the multiple subsets of working in a high-pressure, elite clientele environment along with high profile reps/agents an in conjunction with partner/carrier underwriters. I have always excelled at maintaining "high touch" relationships with all parties involved in a transaction and am acutely aware of how integral every component is in the big picture.
In the brokerage arena a case managers knowledge, analytical and problem solving abilities are nothing short of essential. Every carriers retention, jumbo limits and automatic limits as well as their specific underwriting "niches" and products is a must in this day and age of proprietary products and customized results.
Every client situation is different and each one deserves to be given considerate and measured underwriting expertise in order to present a full and concise scenario for evaluation and/or presentation and analysis.
Excellent communication Skills
Complex problem solver
In-Depth knowledge of markets and relationships
Life Underwriting Case Manager06/1999 to 10/2017The Producers Group/Freundt and AssociatesSan Diego, CA
Subject Matter Expert-, demonstrating personal accountability for underwriting decisions, obtain competitive offers the first time and/or pivot to another carrier that might be more aggressive based upon objective.
Concierge Services to various agents assisting with their large lines of insurance together.
Review of informal inquiry forms, formal application documents (those related to client medical history/issues) & medical records as a means of establishing client eligibility for life coverage.
Effective and timely file documentation and field communications
Proactively communicates via phone and email as needed to request information and provide updates.
Communicate offers and case status to agents/broker as applicable and assist them in understanding underwriting rationale for given client and or medical situation.
Assistant Case Manager12/1998 to 06/1999Provident Life InsuranceSan Diego, CAAppropriate in depth training and technical knowledge of medical, financial and foreign underwriting techniques.