Client Success & Underwriting Specialist

Job Summary

Client Success & Underwriting Specialist is a full-time remote position focused on supporting clients through the underwriting process, ensuring clear communication and efficient case management.

Key Responsibilities

• Coordinate life insurance applications from submission to policy delivery
• Serve as a trusted guide for clients, providing timely updates and proactive communication
• Assist with service-related requests and maintain accurate CRM notes and pipeline updates

Required Qualifications

• Highly organized and detail-oriented
• Proactive and responsive in communication
• Comfortable working independently in a remote environment
• Able to manage multiple tasks simultaneously
• Willingness to learn new systems quickly