Life Insurance Underwriting Director

Firm Summary

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high‑end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.

Position Summary

The Director of Institutional Life Insurance Underwriting and Case Management leads the underwriting and case management functions supporting institutional and ultra‑high‑net‑worth life insurance clients. This role ensures underwriting excellence, operational efficiency, and exceptional client experience while maintaining compliance and risk standards. The director partners closely with sales, product, and operations teams to streamline case flow from prospect introduction to application and policy issue. The person in this role is also responsible for leading and managing a high‑performing, successful team.

Position Responsibilities

Underwriting and Case Management Leadership

• Oversee all aspects of life insurance underwriting for institutional channel, including traditional and private placement life insurance products.
• Establish, document, and maintain underwriting processes, SLAs, risk tolerance standards, and escalation procedures. Implement workflows to ensure timely processing, accuracy, and communication with clients and advisors.
• Track and report service‑level metrics, identifying trends and areas for process improvement and implement process improvements across the team.
• Review complex, high‑value cases and provide underwriting recommendations.
• Anticipate and resolve case challenges proactively.
• Work with carriers to negotiate best offers and remove additional requirements.
• Ensure compliance with regulatory and company standards, including privacy and anti‑money laundering (AML) protocols.
• Act as primary point of escalation for Underwriting and Case Management team members.

Strategic and Cross‑Functional Collaboration

People Leadership

Qualifications

Working Conditions / Demands / Complexity

Compensation / Benefits

Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.

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