[Hiring] Underwriting Large Case Specialist @Guardian Life Insurance

Role Description

Do you want to be the go-to expert for complex life underwriting decisions and help lead the department's understanding of complex financial underwriting? As the Underwriting Large Case Specialist, you will serve as a senior technical expert within the Life Underwriting practice for Financial Protection and Retirement Solutions. You will apply specialized expertise to:

• Adjudicate the most complex cases
• Troubleshoot escalations
• Guide peers in leveraging modern underwriting technologies

This role ensures competitive, customer-centric, and compliant underwriting practices while aligning with our values:

• We do the right thing
• We believe people count
• We courageously shape our future together
• We go above and beyond for the people we serve

Qualifications

• Minimum of 15-20 years of experience in individual life underwriting
• Proven track record handling large and complex cases for high-net-worth applicants
• Industry related education (FALU, FLMI, etc.)
• Specialized depth and breadth of expertise in individual life underwriting, including authority on complex and high dollar cases
• Demonstrated experience working within reinsurance frameworks
• Expertise reviewing complex financial statements, tax returns, etc.
• Familiarity with emerging technologies (Electronic Health Record (EHR), GenAI, wearable technology) and behavioral economics concepts
• Strong problem-solving and decision-making skills
• Excellent communication and collaboration skills

Requirements

• Serve as the large case underwriting and financial specialist
• Provide expert judgment and guidance on escalated cases
• Communicate with field partners and home office personnel
• Build and strengthen partnerships with distribution leaders, agencies, and field partners
• Apply deep reinsurance expertise
• Serve as a trusted underwriting partner to Distribution and Field leadership
• Maintain deep knowledge of underwriting guidelines, risk assessment methodologies, and regulatory requirements
• Champion the adoption and effective use of modern underwriting tools and platforms
• Mentor, train, and guide underwriters in advanced financial underwriting
• Monitor industry trends and share insights

Benefits

• Support and flexibility to achieve professional and personal goals
• Opportunities for skill-building, leadership development, and philanthropic activities
• Contemporary, supportive, flexible, and inclusive benefits and resources