What You Can Expect In This RoleSupport the development, analysis, and continuous improvement of underwriting strategies, rules, and workflow processes by conducting research at the direction of Director, Underwriting Research. Work collaboratively with other departments to provide analytical support, monitor emerging trends, contribute to underwriting process enhancements, including automation and efficiency goals.
What You'll Do In This Role• Independently manage multiple priorities and projects, demonstrating ownership from initiation through completion, and consistently meeting established time deliverables.
• Perform in-depth data analysis of underwriting opportunities to assess mortality and process effectiveness trends and make recommendations that advance automation goals and align our underwriting approach with mortality results and efficiency goals.
• Support the analysis and creation of future development of traditional, accelerated, and automated underwriting rules.
• Assist with research projects related to new data sources. Leverage strong research skills to analyze tools that streamline and enhance the underwriting process.
• Translate complex research or technical findings into actionable recommendations for business, operations, and technology partners. Communicate effectively with both technical and non-technical audiences.
• Participate in reviewing and analyzing procedures and guidelines for training needs and updates to standard operating procedures (SOP). Review SOPs for content approval as needed.
• Continuously monitor advanced data analytics and visualization tools (such as Tableau, Power BI to identify trends and make recommendations on process improvements on rules and processes.
• Work as a subject matter expert on the creation and revision of application forms and the filing process.
• Lead or participate, as assigned, in reviewing strategic Underwriting opportunities for Sammons Financial Group (SFG) member companies, including possible Underwriting niches.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.
What We're Looking For- Bachelor's Degree or equivalent industry related work experience Required
- Minimum 5 years' Life Underwriting experience Preferred
- Rules writing experience Preferred
- Possess excellent organizational and project management skills, with ability to manage multiple assignments simultaneously
- Strong and effective leadership, decision-making and motivational skills
- Strong interpersonal skills for relationship building
- Flexible and adaptable to quickly changing deadlines within projects
- Excellent communication skills, including listening, oral, presentation and written
- Strong analytical skills in assessing medical evidence and mortality data
- Able to effectively use Excel
- Designation or working toward completion of FALU Required
Other Requirements• Criminal background check required.
What you can expect when you join Sammons Financial Group• Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
Salary Range InformationUSD $95,198.00 - USD $158,663.00 /Yr.
Work Authorization/SponsorshipAt this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
