Under general supervision, facilitates underwriting process for life insurance applications submitted by financial advisors/agents. Specialist is responsible for coordinating requirements gathering on behalf of the insurance company, communicating with underwriter and financial advisor/agent as necessary throughout the process. Identifying issues and working to resolve favorably. Specialist works closely with Life Care Associate and other team members to ensure client satisfaction. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.

**Essential Duties and Responsibilities:**

+ Provide assistance to financial advisors/agents in completing life insurance applications
+ Develop and maintain contacts at insurance carriers
+ Keep abreast of product updates and underwriting guidelines
+ Update life team on various issues related to underwriting
+ Work with licensing team on issues related to sub...