Lead the underwriting team in assessing medical and financial risks for life insurance applications, ensuring a superior customer experience while managing a diverse caseload and collaborating effectively across departments.

Lead a team in assessing medical and financial risks for life insurance applications. Ensure top-tier customer experience while managing complex cases and maintaining high underwriting standards within a collaborative environment.

Lead retirement plan consultations by educating participants and enhancing plan awareness through engaging presentations and targeted educational campaigns to boost participation. Collaborate with teams to achieve client satisfaction and plan metrics.

Accelerate progress at our company by leading the successful onboarding of new plans. You'll consult on implementation strategies, collaborate with stakeholders, and drive continuous improvement in retirement plan processes, ensuring client satisfaction.