About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role summary

Confidential client is hiring an entry-level Life Underwriting Specialist based in Franklin, WI. This role combines a structured training program with on-the-job underwriting experience: you’ll evaluate life insurance applications, support field partners, and learn financial, medical, and lay underwriting assessments while working toward quality, service, and production goals.

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What you’ll do

• Review and appraise a broad range of life insurance applications; approve, classify, or decline cases with guidance
• Prescreen inquiries and manage case requirements, escalating or resolving issues as needed
• Build and maintain effective relationships with financial advisors and internal partners; communicate underwriting decisions clearly
• Use available data sources (medical records, digital health data, internet research, third‑party advisors) to gather required information
• Support policy placement by negotiating and explaining modified or declined decisions to field partners
• Adhere to regulatory and procedural requirements and meet quality, service, and production targets
• Collaborate with peer reviewers, medical and technical staff, and underwriting support for complex cases
• Participate in continuous learning and adopt new underwriting processes and tools

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Qualifications

• Bachelor’s degree preferred OR a minimum of 4 years’ equivalent combination of education and experience
• Strong analytical skills and sound judgment in applying underwriting rules
• Excellent written and oral communication skills; ability to handle confidential information with tact and diplomacy
• Proficiency with common office and case-management software
• Ability to work accurately at pace in both team and independent production environments
• Highly organized with strong prioritization and time-management skills
• Comfortable managing multiple tasks and adapting to change
• Candidates must successfully complete and pass any required testing and background checks as part of the hiring process

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Skills & competencies

• Learning agility & critical thinking — learns from experience and integrates feedback quickly
• Decision making — assesses available information and acts in a timely manner
• Adaptive communication — explains complex information to varied audiences
• Negotiation & objection management — handles difficult conversations professionally
• Change adaptability — accepts new processes and maintains accuracy during transitions
• Attention to detail and strong information‑gathering skills

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Compensation & benefits

• Pay range: $60,880 — $91,320 per year (salary range provided by the confidential client)
• Geographic pay structures may apply based on the candidate’s location
• Benefits include flexible work schedules, concierge services, comprehensive benefits, and employee resource groups
• Please note: final offer will consider experience, skills, and market factors

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Location & hiring timeline

• Location: Franklin, WI (on-site or hybrid as defined by the confidential client)
• Anticipated hiring process length: ~10–12 weeks
• Expected start date noted by the client: February 1, 2027 (subject to change)

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.