Life Insurance Underwriting Director

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 ensures underwriting excellence, operational efficiency, and exceptional client experience while maintaining compliance and risk standards.

Requirements

• 10+ years of progressive experience in life insurance underwriting, with at least 3–5 years in a leadership role
• Strong understanding of life insurance products, including private placement preferred
• Experience working with Financial Advisors in the High-Net-Worth space
• Strong understanding of ticketing systems, regulations and compliance in the wire house and bank channels
• Proven ability to manage complex high-net-worth cases
• Experience leading case management or new business operations preferred
• Deep knowledge of underwriting guidelines, medical and financial risk assessment, and reinsurance practices
• Proficiency with digital underwriting systems and workflow tools
• Strong analytical and decision-making skills
• Exceptional communication and relationship management abilities

Benefits

• Attractive annual compensation package is commensurate with experience
• Eligible for annual profit sharing bonus
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits