[Hiring] Client Success & Underwriting Specialist @Wealth Without Wallstreet

Role Description

We are seeking a highly organized, proactive, and relational Client Success & Underwriting Specialist to support our coaching and underwriting operations. This is a fully remote position with flexible scheduling, though candidates must be available during core business hours (Central Time). The role is expected to average approximately 25–35 hours per week initially, with strong potential for long-term growth into a full-time position as the company continues to scale.

Responsibilities include:

• Underwriting & Case Management:
  • Coordinate life insurance applications from submission through final policy delivery
  • Gather and organize client information needed for successful carrier submission
  • Submit applications and supporting documents to insurance carriers
  • Coordinate medical exams, labs, APS requests, and underwriting requirements
  • Communicate proactively with clients regarding outstanding requirements
  • Follow up consistently with carriers to keep cases moving efficiently
  • Help coaches prepare clients for underwriting expectations and next steps
  • Coordinate policy delivery and funding logistics
  • Assist with onboarding clients into our systems and community after policy placement
• Client Communication & Experience:
  • Serve as a trusted guide and point of contact for clients throughout the underwriting process
  • Translate carrier communication into clear, professional, client-friendly messaging
  • Maintain a calm, professional, and reassuring presence during underwriting challenges
  • Provide timely updates and proactive communication to both clients and coaches
• Service & Operations Support:
  • Assist existing policyholders with service-related requests
  • Coordinate carrier service forms and policy changes when needed
  • Maintain accurate CRM notes and pipeline updates
  • Track tasks, workflows, and follow-ups inside company systems
  • Collaborate closely with coaches and operations leadership

Qualifications

• Highly organized and detail-oriented
• Proactive and responsive
• Calm under pressure
• Relational and service-minded
• Confident communicating with both clients and carriers
• Comfortable learning new systems quickly
• Able to think critically and solve problems proactively
• Emotionally intelligent and professional
• Dependable and accountable
• Eager to grow personally and professionally

Requirements

• Strong written and verbal communication skills
• Reliable high-speed internet and home office setup
• Comfortable working remotely and independently
• Available during core Central Time business hours
• Comfortable on Zoom and in a collaborative remote environment
• Ability to manage multiple moving pieces simultaneously
• Proficiency with technology and willingness to learn new systems quickly
• Experience with any of the following is helpful, but not required:
  • HubSpot
  • Slack
  • Outlook
  • Monday.com
  • Dropbox
  • Insurance carrier portals
  • Customer service or client success experience
  • Life insurance or underwriting operations
• No insurance license is required for this role.

Benefits

• Hourly compensation plus performance-based bonuses tied to applications and funded policies
• Fully remote position
• Flexible scheduling environment
• Meaningful, mission-driven work
• Strong team culture and support
• Access to company educational resources and training
• Opportunity for long-term growth as the company scales
• A team that values relationships, ownership, communication, and continuous learning

Application Process

Applications for this role will be submitted through our Workable hiring platform. To be considered for this position, applicants must complete all three of the following steps:

• Submit a current resume
• Provide a short video introduction
• Complete the Culture Index assessment

Incomplete applications will not be considered.

Video Introduction: Please provide a brief 2–5 minute video introducing yourself and answering the following:

• Why this role interests you
• Why you believe you would be a strong fit for this position
• What type of work environment helps you thrive
• Anything else you would want us to know about you

Culture Index Assessment: The Culture Index is not a pass/fail assessment. It simply helps us better understand communication styles, strengths, and team fit as part of our hiring process.