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Fintech • Insurance • Financial Services
The Senior Underwriting Consultant evaluates complex applications, manages the underwriting process, trains junior underwriters, and ensures compliance with guidelines. Responsibilities include auditing, managing resources, and maintaining professional relationships.
Fintech • Insurance • Financial Services
Senior technical consultant who designs and structures executive benefits (NQDC, SERPs, REBA, split-dollar) using funding vehicles like COLI and CSIO. Provides product and underwriting guidance, creates financial models and illustrations, coordinates case execution with carriers and stakeholders, supports sales and advisors, gathers competitive intelligence, and mentors teammates while ensuring regulatory and company compliance.