What You Can Expect In This RoleLead the development, analysis, and continuous improvement of underwriting strategies, rules, and workflow processes at the direction of Director, Underwriting Research. Drive data-informed decision making through advanced research trend analysis, and cross-functional collaboration. Influence underwriting philosophy, enhance automation, and align mortality outcomes with operational efficiency.
What You'll Do:
In This RoleDrive continuous improvement of underwriting workflows, identifying opportunities to streamline processes. Lead in-depth data analysis of underwriting opportunities to assess mortality and process effectiveness trends; make recommendations that advance automation goals and align our underwriting approach with mortality results and efficiency goals. Identify trends and develop actionable recommendations to improves rules and processes using advanced data analytics and visualization tools such as Tableau and Power BI.Lead the design, evaluations, and continuous refinement of traditional, accelerated, and automated underwriting rules. Conduct research projects related to new data sources. Leverage strong research skills to analyze tools that streamline and enhance the underwriting process. Translate complex research, analytics, or technical findings into actionable recommendations for business, operations, and technology partners. Communicate effectively with both technical and non-technical audiences. Serve as a senior resource in reviewing, enhancing, and documenting underwriting procedures, guidelines, and standard operating procedures (SOPs), including identifying training needs and supporting adoption of process changes. Serve as a subject matter expert on the creation and revision of application forms and the filing process. Lead or participate, as assigned, in reviewing strategic Underwriting opportunities for Sammons Financial Group Companies, including possible Underwriting niches.
What We're Looking For:- Possess excellent organizational and project management skills, with the ability to manage multiple assignments simultaneously
- Ability to effectively own projects from initiation through completion, and consistently meet established time deliverables
- Strong and effective leadership, decision-making and motivational skills
- Strong interpersonal skills for relationship building
Flexible and adaptable in navigating ambiguity, changing priorities, and shifting project priorities.
Excellent communication skills, including listening, oral, presentation and written
Strong analytical skills in assessing medical evidence, mortality data, underwriting outcomes, and process performance.
Able to effectively use ExcelLICENSES &CERTIFICATIONSdesignation or working toward completion of FALU requiredTRAVELREQUIREMENTSMay be required to travel to a company office or location other than your normal workplace for trainings, meetings, conferences or to support business needs.
Other Requirements:
Criminal background check required. Salary Range InformationUSD $105,901.00 - USD $176,501.00 /Yr. What you can expect when you join Sammons Financial Group Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance. Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success. Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays. Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs. Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you. An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success. Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Additional Information:
Sammons Financial Group Is An Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law. ADASammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987. E-Verify Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. Policy for External Search Firms and Agencies Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.
