Job Description

INSURANCE ADMINISTRATOR / UNDERWRITERLocation: 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 delivery

• Underwrite and coordinate high-net-worth cases with insurance carriers
• Serve as a key liaison between clients, carriers, advisors, Compliance, and internal teams
• Leverage established carrier relationships to coordinate underwriting and resolve issues efficiently
• Assemble required forms and documentation and provide instructions to clients
• Create and maintain accurate underwriting files and CRM/client records
• Coordinate physical exams and obtain required Attending Physician Statements (APS)
• Submit final applications, regulatory documentation, client data, and illustration designs
• Prepare policy delivery books and confirm initial premiums and billing
• Ensure all carrier delivery requirements are completed promptly
• Manage ongoing policy service requests and monitor policy funding
• Request in-force illustrations and assist with annual policy reviews
• Address policy questions and identify potential policy improvements
• Process monthly billing and assist with lapsed policy fees
• Coordinate with the CFO regarding production, policy service, and premium payment information
• Prepare weekly status reports and participate in administrative/underwriting meetings
• Identify opportunities to improve processes, policies, and operational efficiencyWHAT YOU’LL BRINGRequired:• 3–5+ years of life insurance experience
• Proven experience underwriting HNW life insurance cases
• Active Ohio Life Insurance License
• Series 6 or Series 7 license
• Established insurance carrier relationships
• Proven track record as an established life insurance professional
• Bachelor’s degree / undergraduate degree
• Excellent written and verbal communication skills
• Strong technology skills and CRM proficiency
• Highly detail-oriented with strong organizational and multitasking abilities
• Ability to work independently with minimal oversightType: Direct HireCategory: Accounting - FinanceDate Posted: 2026-09-18

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