For many years, this high-level underwriter has been a valuable and trusted consultant for The Jacobson Group. She brings advanced knowledge of insurance products and risk analysis, along with a collaborative approach to all of her assignments. With more than two decades of experience, this accomplished underwriter has the proven ability to manage multiple priorities under tight timeframes, often exceeding service, production and quality goals.
In a recent consulting role, this expert underwrote complex life insurance applications with approval authority up to $5 million for standard and substandard risk. She was responsible for analyzing third-party medical claims data, prescription drug history, laboratory results, motor vehicle reports, financial history and criminal background to determine risk classification. Utilizing her excellent communication and interpersonal skills, she effectively communicated adverse underwriting decisions to agents and brokers while successfully maintaining positive professional relationships.
On another recent high-level assignment, this senior underwriter reviewed applications for whole and term life insurance and accidental death benefits, determining whether to accept, modify or decline them thorough evaluation. In addition to her assigned projects and duties, she mentored junior underwriters and assisted with complex cases as needed.
Leverage this consultant’s expertise for your next project.
