Underwriting Assistant

Schechter Wealth

Job Description

We are seeking a creative, organized, and detail-oriented team player to contribute to the growth and profitability of our company. This individual will provide support and service to our underwriting team, resulting in a “WOW” experience for our insurance clients. The Underwriting Assistant will put our clients’ needs first with creative strategies and solutions.

Essential Job Functions

• Prepare and review insurance and annuity applications with direction and supervision from the underwriter
• Prepare client information for submission to insurance carriers
• Enter, maintain, and update client as well as physician information in the database
• Obtain Attending Physician Statements(APS)
• Review policies for accuracy, scan same to our client database
• Support our underwriters’ efforts in obtaining insurance coverage for our clients
• Follows all department policies, procedures, and processes to ensure a client “WOW” experience


• Remarkable communication skills as our underwriting team converse with our clients both on the phone and in-person
• Self-motivated to follow-up and follow-through on all tasks
• Thirst for learning; curiosity about life insurance, estate planning, and all the other variety of services we offer at Schechter
• Enthusiasm towards process improvement
• Ability to take responsibility and embrace the accountability of the role
• Strong organizational and time management skills
• Discretion/confidentiality a must in this position
• 3 years of administrative experience in a related field, life insurance preferably
• Education: High school diploma
• Strong Microsoft Office skills

Our Promise

• Unique work environment with strong employee culture and values
• Competitive salary with Merit and Team Bonus eligibility
• High-quality benefits including Medical, Dental, Vision, Disability, HSA, FSA, 401K, etc.
• Paid time-off
• Flexible work from home policy

Please send your resume to careers@schechterwealth.com

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