Specialist Technical Underwriter Trainer

Specialist Technical Underwriter Trainer

Job Locations US

2024-3041

of Openings Remaining

Category

Admin Services / Operations

Overview

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.

As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more.

We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

The Specialist Technical Underwriter Trainer will be responsible for the development, facilitation, implementation, and ongoing work to support Life Underwriting and Operations training plans and programs.

Responsible for the delivery of targeted training and coaching either directly or through Managers and Team Leads, to ensure the quality of insurance operations, service, underwriting decisions and procedures to achieve our customer service and business objectives, minimizing risk to the organization and promoting a culture of learning.

Maintain strong Underwriting skills through continued education and Underwriting team engagement and setting example of underwriting excellence.

Responsibilities

Collaborate with key stakeholders to identify training needs; develop and implement action plans for training.

• Identify and deliver training and coaching solutions, adapting presentation style to audience in order to maximize understanding and retention.
• Analyze effectiveness of training.
• Continually review and identify the knowledge and skills within the areas of support to ensure training and development needs are addressed.
• Deliver training to underwriters and Operations in a virtual environment.
• Provide ongoing support to underwriters; Ensure new hire underwriters are ready for approval authority by having team review files and provide second sign-off's during 6-8 week onboarding period.
• Work with Chief Underwriter, Medical Director, Claims and UW Quality Audit to identify underwriting concerns, identify gaps and recommend actions.

Create / modify content as needed.

• Participate in department projects / initiatives when needed.
• Mentor and review of newly trained underwriter caseload to ensure understanding of current underwriting process and procedures.
• Review life insurance applications within the limits of authority, including all underwriting requirements and other evidence of insurability to determine acceptability and to detect and deter attempts to defraud the company.
• Order only additional requirements which are appropriate and necessary for the assessment of the risk.
• Make appropriate decisions on cases within approval authority. Through the referral process, recommend specific course or action or final decision on applications which are outside approval authority or where the complexity exceeds the individual experience level.

Qualifications

Education

BS / BA Degree preferred or applicable experience with industry coursework (LOMA, CLU, FALU)

Experience / Knowledge

7-10 years of brokerage underwriting experience including large case underwriting, financial underwriting, and handling of complex medical substandard cases.

Experience in coaching, mentoring and training underwriters.

Skill / Attributes

Enthusiastic and knowledgeable about underwriting.

Excellent communication (verbal and written) and interpersonal skills to inspire and engage learners, alongside ability to create engaging, innovative and precise training materials.

Strong organization and time management skills to prioritize and set goals and to manage day to competing priorities.

Ability to communicate training needs using various communication methods such as computer based, interactive e-learning, traditional classroom, etc.

Demonstrated proficiency in MS Office Suite

Ability to adapt to highly changing environment

Ability to manage multiple priorities in a demanding environment

Experience in delivering projects (with little guidance) while working and communicating effectively with and through various department representatives and levels of management

Results oriented, drive and embrace change

Ability to proactively identify, communicate and resolve issues across various levels and functions in the organization

Advanced interpersonal skills to effectively communicate with senior leaders and vendors, negotiate outcomes and manage priorities

Skilled in use of modern technology to develop training modules needed in online / virtual platforms

Continuous Improvement mindset

PC knowledge to include Brainshark, Word, Excel, and PowerPoint

Must be able to travel to Frederick, MD to deliver training as needed

What's in it for you?

The expected hiring compensation range for this position is $104,300 - $143,450 annually.

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses.

This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 20% of base salary, modified for corporate and individual performance.

Bonuses are pro-rated based on start date. This role has 20 vacation days and 10 sick days that are accrued on a bi-weekly basis.

Employees also have 9 paid holidays throughout the calendar year .

We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance;

401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff).

We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals.

We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department / team performance, and market factors.

The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment.

Please contact us to request accommodation.