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Placing You First.
Underwriting Team Lead
Location
Florida
Posted
67 days ago
Salary
0
Seniority
Senior
Job Description
Underwriting Team Lead
CRC Insurance Services
• Underwrites new and renewal business • Approves policy changes • Maintain workload and controls written business • Provides leadership to a production/underwriting team • Provides high quality professional service to Agents and Companies • Meet or exceed production goals as assigned by Management • Supervise team(s) ensuring all pertinent information is communicated • Develop and maintain excellent relationships with clients • Market all program products and services to clients • Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business • Approve and disapprove endorsement requests according to internal and Company guidelines • Monitor accounts to ensure compliance with the firm's policies and procedures • Monitor production, hit ratios, renewal retention ratios, spread of risk and other production and quality measures to minimize risk • Review and handle policy servicing requests appropriately • Review inspection reports and compare to the conditions represented at the time of binding • Meet or exceed file documentation standards and pass all audits
Job Requirements
- Bachelor's degree or appropriate insurance designation
- Five years of experience as an active Underwriter or seven years of experience in the insurance industry
- Must be licensed in corresponding areas of insurance as necessary
- Must be able to understand and analyze necessary components of insurance policies
- Ability to understand the client's needs and have knowledge of the risk profiles associated
- Recognize new trends and developments in the insurance industry and be able to incorporate into strategies
- Must have knowledge of commercial multi-line underwriting and rating
- Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, Rackley ISO Rating Software
- Maintain travel schedule depending on the needs of clients, Agents, and new business
- Ability to work extended hours when necessary
Benefits
- medical, dental, vision, life, disability, and AD&D insurance
- tax-advantaged savings accounts
- 401(k) plan with company match
- generous paid time off programs
- company holidays
- vacation and sick days
- new parent leave
- professional development opportunities
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Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want to build a meaningful career while helping families protect what matters most—their income. This opportunity is ideal for individuals who value flexibility, mentorship, and a system designed to support long-term success. Whether you’re experienced or new to the industry, we provide the training and guidance needed to compete at a high level. What You’ll Do Connect with Clients (6–8 hrs/week) Reach out to individuals who have already expressed interest in coverage and schedule appointments to review their needs. Prepare Personalized Solutions (4–5 hrs/week) Analyze client information to tailor mortgage protection options that align with their financial goals and family needs. Meet & Advise (2 days/week) Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with applications. Manage Follow-Up (2 hrs/week) Coordinate with insurance carriers and support clients through the underwriting process to ensure a smooth experience. Who We’re Looking For - Self-motivated and coachable individuals - Strong work ethic and desire to grow - Comfortable working independently - Positive mindset and willingness to learn No prior experience required—we focus on attitude, discipline, and commitment. Flexible Work Options We believe success shouldn’t come at the expense of your personal life. Choose the schedule that fits your goals: - Spare Time (4–8 hrs/week): $500–$2,000/month potential* - Part-Time (8–25 hrs/week): $2,000–$5,000/month potential* - Full-Time (25–50 hrs/week): $10,000–$20,000+/month potential* Why Spieldenner Financial Group? - Comprehensive training and ongoing mentorship - Proven systems and lead support - Fully remote, flexible work environment - Growth-focused culture with advancement opportunities If you’re looking for a career where your effort directly impacts your income and your schedule, we encourage you to apply and learn more. Important Disclaimer: No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.
Field Underwriter
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Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Our team members help American families protect their largest asset: the ability to make an income. Our proven system includes extraordinary mentorship, training, and support that allows our agents to have a competitive edge in the industry. Job Duties: - Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. - Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. - Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage. - Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting Qualifications: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn’t everything for this position. Availability: Work-life balance is the foundation on which this company was founded. This work from home role is designed to give you a healthy balance of the two. We have immediate openings for the following roles: - Spare time: This is a commitment of working 4-8 hours a week that can generate between $500 to $2,000 per month.* - Part-time: This is a commitment of working 8-25 hours a week that can generate between $2,000 to $5,000 per month.* - Full-Time: This is a true commitment and requires 25-50 hours per week that can generate between $10,000 to $20,000 per month.* About Us: Spieldenner Group is a part of the fastest-growing insurance organization in the country. Among the INC 5000s fastest-growing private companies. Voted Top Company Culture by Entrepreneur Magazine Forbes Magazine’s 25 Companies Hiring The Most High-Paying Jobs In 2024 If this sounds like a place you could plant your flag, we invite you to apply! *Equal opportunity, not equal outcome No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

