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Technical Underwriting Consultant (Remote Opportunity)

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

What's the role?

  • Provides technical direction and support to all levels of underwriting staff in the analysis and consistent application of risk appraisal standards to ensure and maintain product morbidity goals.

  • Responds to complex/sensitive underwriting questions and complaints and those with the greatest potential liability to both the financial representative and the company.

  • Responsible for development and improvement of product processes, working in collaboration with product Operations and Underwriting Assistants to identify and address opportunities to improve the client experience.

  • Provides guidance and assistance to policyowners, financial representatives, network office staff, and Home Office personnel on technical case related issues.

  • Works in collaboration with the product Technical AD on audit completion, trainee referrals, complex case issues, and HO and Field training sessions.

  • Responsible for the development of product underwriters through the case consult process, individual instruction, ongoing team instruction, case audits and feedback to manager regarding performance.

  • Responsible for the analysis and resolution of difficult/sensitive product application questions involving highly complex medical impairments from all levels of underwriters.

  • Ownership of UW procedural documents, processes, guidelines and business capabilities materials. Along with the AD and Sr. Director, responsible for training and communication of changes to all stakeholders.

  • Coordinates the investigation of reformations and rescissions.

  • Reviews, investigates, and responds to formal complaints.

  • Collects, submits and develops recommendations for underwriting criteria revisions or additions to the Risk Selection Strategy division. Provides leadership and expertise during the process of developing, reviewing, administering and training on revisions to the underwriting standards.

  • Assists the learning development trainer in conducting and performing underwriter and prescreener case audits and delivering results to auditees and managers.

  • Assists the learning development trainer conducting Underwriter and Prescreener training sessions.

  • Leads and participates in company and departmental wide projects/task forces affecting underwriting procedures and new products.

  • Coordinates, designs, and delivers field visitation or webinar programs to improve Home Office/Field relationships and to communicate Product Underwriting practices and changes.

  • Establishes and maintains high quality communication and goodwill with the Field, Policyowners, attorneys, Insurance Commissioners, and Home Office personnel with regard to case decision and other risk appraisal matters.

Bring your best! What this role needs:

  • Minimum of seven years of underwriting experience with three years experience at the product Consultant, Trainer or Mentor level.

  • Demonstrated strong leadership skills and a high degree of self-motivation and initiative, along with the ability to develop and train team members.

  • Strong medical, procedural and technical knowledge.

  • Flexible decision-making skills and ability to exercise judgment when applying standards and guidelines.

  • Superior analytical and decision-making skills and ability to exercise judgment when applying standards and guidelines.

  • Excellence in communication with the Field and other parties with proven ability to exercise tact, diplomacy, resourcefulness, and understanding to gain trust and customer confidence. Demonstrated negotiation skills required.

  • Underwriting experience at the Specialist or Consultant level across multiple risk product lines.

  • Significant progress toward FLMI, ALU or CLU.

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W e are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


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We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.