[Hiring] Life and Annuity Advanced Underwriting Specialist and Key Accounts Lead @AmeriLife

Role Description

The Life & Annuity Advanced Underwriting Specialist & Key Accounts Liaison is a senior-level hybrid role designed for an experienced Life & Annuity professional with deep expertise in new business processing, underwriting navigation, and high-level agent relationship management. This position is responsible for managing the department's most complex cases and highest-value agent accounts, serving as the primary escalation point for underwriting challenges and "Not In Good Order" (NIGO) resolutions, and acting as a strategic liaison between Gordon Marketing's key agent partners and carrier underwriting teams.

Drawing on 10+ years of Life & Annuity department leadership experience, this individual brings institutional knowledge, carrier relationships, and advanced technical expertise that directly elevates the quality of service delivered to Gordon Marketing's agent network. This role operates with a high degree of autonomy and professional judgment, and is expected to serve as a subject matter expert and resource for the broader Life & Annuity team.

Qualifications

• 10+ years of experience in Life & Annuity new business processing, case management, or department leadership is strongly preferred.
• Demonstrated experience managing complex and impaired-risk life insurance and annuity cases.
• Prior experience in an Insurance Marketing Organization (IMO/FMO) or carrier new business environment is highly desirable.
• Proven track record of managing high-value agent relationships and serving as an escalation resource for underwriting challenges.
• Background in Life & Annuity department leadership, supervision, or training is a significant advantage.

Requirements

• Advanced knowledge of life insurance and annuity products, underwriting guidelines, and carrier new business processes.
• Expertise in identifying and resolving NIGO issues, navigating impaired risk underwriting, and facilitating informal pre-screens.
• Exceptional attention to detail and accuracy when managing a high-volume, complex case pipeline.
• Strong written and verbal communication skills; ability to advocate professionally for agents with carrier underwriters and case managers.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, SharePoint) and electronic document management systems.
• Comfortable navigating multiple carrier portals and policy administration platforms simultaneously.
• High degree of professional judgment, autonomy, and ability to prioritize effectively in a fast-paced environment.
• Collaborative and service-oriented; committed to elevating both agent experience and team performance.

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.