Underwriting Assistant Job at Planning Alliance

Planning Alliance Woodcliff Lake, NJ 07677

Life & Disability Insurance underwriting Case Manager. Coordinate the complete insurance underwriting process from medical exam, to application, to obtaining medical records, and policy delivery. The average transaction size is substantially larger than the industry average and the clients are very high touch. Needs to work well in a team environment and liaison with insurance carrier contacts, agents, and other key team members. Must be Life, Accident, and Health Insurance licensed. Experience preferred.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Profit sharing
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Woodcliff Lake, NJ 07677: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

  • Insurance Producer License (Preferred)
  • Life Insurance License (Required)

Work Location: One location




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