INSURANCE ADMINISTRATOR / UNDERWRITER
Location:
Columbus, OH | Work Arrangement: Fully OnsiteSchedule: Monday–Friday, In OfficeSalary:$95,000–$105,000 + BenefitsExperience:3–5+ years of life insurance experienceLicensing: Active Ohio Life Insurance License + Series 6/7 requiredPOSITION OVERVIEWWe are seeking an established Life Insurance Underwriting professional with experience handling high-net-worth (HNW) cases and strong relationships with insurance carriers. This is a highly autonomous role with minimal oversight. The ideal candidate will bring a proven background in life insurance underwriting, strong carrier relationships, excellent communication skills, and the ability to independently manage complex cases from application through policy delivery and administration.
WHAT YOU'LL DO:- Manage the life insurance underwriting process from application through policy deliveryUnderwrite and coordinate high-net-worth cases with insurance carriersServe as a key liaison between clients, carriers, advisors, Compliance, and internal teamsLeverage established carrier relationships to coordinate underwriting and resolve issues efficientlyAssemble required forms and documentation and provide instructions to clientsCreate and maintain accurate underwriting files and CRM/client recordsCoordinate physical exams and obtain required Attending Physician Statements (APS) Submit final applications, regulatory documentation, client data, and illustration designsPrepare policy delivery books and confirm initial premiums and billingEnsure all carrier delivery requirements are completed promptlyManage ongoing policy service requests and monitor policy fundingRequest in-force illustrations and assist with annual policy reviewsAddress policy questions and identify potential policy improvementsProcess monthly billing and assist with lapsed policy feesCoordinate with the CFO regarding production, policy service, and premium payment informationPrepare weekly status reports and participate in administrative/underwriting meetingsIdentify opportunities to improve processes, policies, and operational efficiencyWHAT YOU'LL BRING
Required:- 3–5+ years of life insurance experienceProven experience underwriting HNW life insurance casesActive Ohio Life Insurance LicenseSeries 6 or Series 7 licenseEstablished insurance carrier relationshipsProven track record as an established life insurance professionalBachelor's degree / undergraduate degreeExcellent written and verbal communication skillsStrong technology skills and CRM proficiencyHighly detail-oriented with strong organizational and multitasking abilitiesAbility to work independently with minimal oversightType: Direct HireCategory: Accounting - FinanceDate Posted: 2026-09-18
