Pacific Life

Underwriting Managing Director

Ohio, United States

Pacific Life Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Requirements

Candidates should possess 10-12 years of experience in Life Insurance Underwriting, demonstrating proficiency in underwriting processes and philosophies, along with 5+ years of team management experience in an Underwriting capacity. They should be able to handle advanced decision-level authorities ($15 Million or higher) and have effective written and verbal communication skills for building relationships. Critical thinking skills, attention to detail, and the ability to interpret information are also required, along with a Bachelor's degree. BGA and Trial Experience are preferred, and completion of FALU, CLU, FLMI, or other insurance-related course work is a plus.

Responsibilities

As an Underwriting Managing Director, the candidate will complete wing-to-wing underwriting decisions, starting with review of upfront underwriting data and tools, staff coaching and development of Underwriting Consultants and Senior Consultants, handle additional underwriting requirements by determining value, ordering, and reviewing to perform risk selection, finalize cases and perform second-sign duties as needed, and demonstrate dependability, organization, and sound judgment by adhering to schedules and meeting productivity, quality, and performance standards.

Skills

Underwriting
Risk Assessment
Life Insurance
Medical History Evaluation
Mortality Analysis
Leadership
Team Management
Innovation
Underwriting Tools

Pacific Life

About Pacific Life

Key Metrics

Newport Beach, CaliforniaHeadquarters
1868Year Founded
$189.4MTotal Funding
N/ACompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Paid Vacation
Paid Parental Leave
Adoption Assistance
401(k) Retirement Plan
401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.
Potential financial exposure from significant real estate investments.
Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.
Recognized as a top community-minded company, enhancing brand reputation and trust.
Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.
Enhanced annuity products offer flexibility and growth, increasing product attractiveness.
Strong real estate financing position opens more sector opportunities.

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