Job Description

Are you a passionate insurance industry professional with exemplary integrity, analytical, and decision-making skills? Take your career to the next level by joining our firm’s growing team! The ideal candidate brings strong computer skills, a detail-oriented approach, and keen knowledge of risk factors and financial services to every insurance application for prospective, new, and existing clients. If this sounds like a fit for you, send us your resume today! We’re looking for a Life Insurance Underwriter to join our Dallas team. This is a hybrid position designed for a meticulous, forward-thinking professional who thrives in a fast-paced environment. You’ll play a key role in shaping the client and advisor experience — from case design to carrier communication — and will help us deliver clarity, speed, and excellence across every approval. Responsibilities: • Review insurance claims against policy terms to determine the amounts owed by the insurance company to the claimant • Collect and analyze insurance applicant information to screen each client and conduct insurance policy risk assessments • Obtain policyholders’ personal information necessary to properly assess risk factors by working with medical personnel, field representatives, actuaries, and others • Apply a data-based approach to setting insurance policy provisions, premiums, and coverage in the case it should be provided • Use insurance software to identify coverage recommendations for existing, new, and prospective clients Qualifications: • Chartered Property and Casualty Underwriter (CPCU) designation and/or Associate in Commercial Underwriting (AU) designations strongly preferred • Strong interpersonal and communications skills are required to work with insurance agents, actuaries, policyholders, and others • Accurately calculate insurance policies’ profit-loss ratios by collecting and evaluating background information from a variety of sources • Must be detail oriented, analytical, and math-minded to properly assess applications for insurance coverage • 3+ years of life insurance underwriting experience (premium financing expertise strongly preferred) • Strong understanding of carrier underwriting guidelines, risk assessment, and case design About Company: We are a growing, people-first agency built on education, trust, and legacy. We partner with leading carriers — including MassMutual, Jackson, Prudential, and National Life Group — to deliver best-in-class life insurance and premium financing solutions. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter.

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