At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. 

In business since 1912, and headquartered in Boston, today we are the eighth largest global property and casualty insurer based on 2023 gross written premium. We also rank 86 on the Fortune 100 list of largest corporations in the US based on 2022 revenue. As of December 31, 2023, we had $49.4 billion in annual consolidated revenue. 

We employ over 45,000 people in 29 countries and economies around the world. We offer a wide range of insurance products and services, including personal automobile, homeowners, specialty lines, reinsurance, commercial multiple-peril, workers compensation, commercial automobile, general liability, surety, and commercial property. 

For more information, visit www.libertymutualinsurance.com.

Industry: Insurance
Company Size: 10,001+ employees

Liberty Mutual Insurance

Savvy Admin PROD

**Description**

**Job Description**

Liberty is seeking experienced **Life Sciences Underwriters ** to join our dedicated and innovative Middle Market Life Sciences Industry Practice. The Executive Underwriter role aligns with our mission to provide integrated, specialized, and comprehensive insurance products and services tailored to this unique industry via one multi-line underwriter. This position is ideal for underwriters who enjoy the craft of specialized underwriting and have both experience with, and a strong interest in, a broad range of core Property and Liability lines including property, general liability, products liability, clinical trials liability, errors & omissions (E&O), cyber, excess/umbrella, workers’ compensation, auto, and multinational coverages. As a Life Sciences Underwriter at Liberty, you will have the opportunity to serve a dynamic and growing community of biotech, pharmaceutical, dietary supplement, digital health, medical device, analytical laboratory, and research clients. You will work alongside a team of dedicated underwriting, claims, risk control, and other service professionals focused exclusively on addressing the evolving needs of Life Sciences insureds, agents, and brokers. This position balances limited renewal account responsibilities with significant capacity and focus on new business production, market expansion, and strategic business development. You will be expected to help develop, grow, and maintain a profitable book of multi-line Life Sciences business through marketing, underwriting decision-making, agent/broker relationships, and utilizing Liberty's newly crafted Life Sciences underwriting support tools. Based on the geographic spread of opportunity, 25% travel is expected.

**Responsibilities - Executive Underwriter:**

- New Business underwriting for profitable growth. Reviews, evaluates, and underwrites submissions; selects and assesses risks aligned with underwriting strategies and guidelines; rates and determines the premium and policy terms and conditions; utilizes broad range of supportive tools; obtains underwriting approval (as needed); creates/presents the proposal to the agent/broker; and successfully negotiates deals.

- Services accounts after successfully winning the business in coordination with Liberty Account Analyst and Client Service Managers.

- Meets with insureds and ensures Liberty's value-proposition is upheld.

- Manages portfolio of brokers/agents & clients. Demonstrates a high level of responsiveness and focuses on supporting agent and broker objectives. Establishes, develops, and maintains successful relationships with agents and brokers to facilitate marketing of products, with responsive service, site visits, in-person renewal meetings and enhanced knowledge of what matters most to each Life Sciences deal. Develops strong personal brand to build and maintain a long-term quality pipeline with agents and brokers.

- Actively identifies, manages, and solicits pipeline of opportunities for individual success.

- Articulates key coverage differences with a high degree of detail in this specialized, niche space.

- Has strong knowledge of key legal cases, legislation and regulation impacting area(s) of underwriting expertise and the LifeSciences industry.

- Shares knowledge based on technical expertise, including providing external thought-leadership.

- Mentors, coaches, and trains other underwriters and internal and external partners.

- Provides significant input into the business and marketing planning process, including advanced data-driven insights from portfolio analysis.

- Participates in projects and initiatives to help grow Liberty's Life Sciences Industry Practice, designed to drive underwriting and process excellence (e.g., member of a working team).

- Models effective collaboration across teams, stakeholders and partners (e.g., Distribution, Operations, UW Support, Claims, Actuarial, Directors of Underwriting in North America).

**Qualifications:**

- Degree in Business, Risk Management, or Scientific Field or equivalent typically required

- A minimum of 7 years expected, typically 10 years or more, of progressive underwriting experience and/or other related business experience

- A minimum of 5 years of Life Sciences underwriting experience

- CPCU or professional insurance designation preferred

- Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility. Advanced level of knowledge of insurance products and coverages, underwriting, pricing, risk selection & assessment, and market dynamics specific to the Life Sciences space

- Proven track record of developing and underwriting profitable Life Sciences business

- Demonstrated ability to communicate complex analyses and information in understandable written and/or oral directives to other persons in the organization for underwriting or training purposes

- Demonstrated effective communication and interpersonal skills in dealing with internal and external stakeholders

- Must demonstrate comprehension of most complex technical underwriting issues and be capable of defining and implementing necessary underwriting and administrative processes/workflows to properly manage or administer those issues

**Qualifications**

- Degree in Business or equivalent typically required

-  A minimum of 7 years expected, typically 10 years or more, of progressive underwriting experience and/or other related business experience

-  CPCU or professional insurance designation preferred

-  Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility

-  Demonstrated ability to communicate complex analyses and information in understandable written and/or oral directives to other persons in the organization for underwriting or training purposes

-  Demonstrated effective communication and interpersonal skills in dealing with internal and external stakeholders

-  Must demonstrate comprehension of most complex technical underwriting issues and be capable of defining and implementing necessary underwriting and administrative processes/workflows to properly manage or administer those issues

-  Proven track record of developing and underwriting profitable business

**About Us**

**Pay Philosophy: ** The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

**Fair Chance Notices**

- California

- Los Angeles Incorporated

- Los Angeles Unincorporated

- Philadelphia

- San Francisco

Executive Underwriter, Middle Market Life Sciences

EmPRO is a licensed medical professional liability insurance (medical malpractice) carrier dedicated to protecting physicians, healthcare facilities, and healthcare providers. EmPRO is a subsidiary of Physicians’ Reciprocal Insurers (PRI) and is managed by PRIMMA LLC. With 35+ years of experience, we have the medical community covered.

Industry: Insurance
Company Size: 51-200 employees

EmPRO Insurance

**This is an on-site position located in Roslyn, NY**

**General Summary: **The Clinical Risk Analyst works with the Underwriting Department and an EmPRO-employed physician to evaluate medical records, legal documents, and expert opinions in order to assess potential liability, risk exposure, and financial impact for current and prospective insured physicians. This role also develops data-driven analyses to identify medical and malpractice trends that may impart future risk to the Company.

**Important Note: ** This position offers meaningful opportunities to learn and grow. While prior experience is valued, EmPRO provides structured onboarding, ongoing training, and support to help candidates develop the knowledge and skills necessary to succeed.

**Essential Duties & Responsibilities: **

**Responsibilities related to Underwriting Support & Policy Management: **

- Collaborate with the lead underwriter and EmPRO’s underwriting physician to evaluate policy renewals, focusing on high-risk accounts or those with a history of claims.

- Develop and maintain underwriting guidelines as it pertains to risk assessment on new and renewal business.

- Research and prepare files for potential remediation up to non-renewal of an insured’s policy, as well as physician teleconference meetings.

- Attend non-renewal meetings and prepare summary post meeting analysis for underwriting management.

- Assess conditional renewal cases, gathering additional information as needed to determine appropriate policy terms, conditions, and pricing.

- Provide data and analysis to support decisions on non-renewals, clearly articulating the rationale based on risk factors and claims history.

- Work hand in hand with Preverity to build and enhance work streams to ensure rate and risk adequacy on accounts. This would include improving automation and defining triggers for monitoring our insureds’ practice.

- Defining research projects for the purpose of generating actionable knowledge to inform Underwriting of important data trends.

**Claims Evaluation: **

- Work in conjunction with the assigned underwriter and claims representative to review and analyze incoming professional liability claims.

- Review medical records, legal documents, and expert opinions to determine the potential liability, perform risk assessment and financial exposure.

- Prepare detailed claims summaries and present findings to the underwriting team and management for review and decision-making.

**Risk Analysis & Reporting: **

- Identify trends and patterns in claims data to inform underwriting guidelines and risk mitigation strategies.

- Develop and maintain reports on key performance indicators (KPIs) related to claims frequency, severity, and underwriting performance.

- Assist in the preparation of reports for senior management, providing insights into the overall health of the professional liability portfolio.

- All other duties deemed appropriate by management.

**Education & Qualifications: **

- Openness to a new career direction; demonstrating a growth mindset and willingness to learn. Candidates will receive support thorough onboarding and in working with EmPRO’s underwriting physician. There are also opportunities for career development through EmPRO’s Educational Assistance Program.

- Degree in any of the following areas is required: physician, physician assistant, nurse practitioner, insurance, risk management, healthcare administration, or nursing.

- Advanced clinical degree or Legal Nurse Consultant certification is not required but would be viewed as a strong asset.

- Minimum of 3 years with direct healthcare experience is required.

- Minimum of 3 years of experience in professional liability insurance is highly preferred, with direct experience in claims analysis, underwriting, or a related field.

- Proficiency in interpreting and analyzing medical and legal documents.

- Experience with medical terminology and healthcare systems preferred.

- Knowledge of state-specific insurance regulations and legal frameworks related to professional liability preferred.

- Strong analytical and problem-solving skills with a keen attention to detail required.

- Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely.

- Proficiency in data analysis and reporting tools (e.g., Microsoft Excel, claims management software). Analytic programming languages such as R are not required but would be viewed as an asset.

- Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.

- Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.

- Capacity to work on short, intermediate, and long-range projects while also being able to meet tight deadlines.

- Strong and deliberative planning skills

- Must be detail-oriented and have good organizational skills.

- Ability to effectively communicate with others in a professional manner.

- Ability to function in a professional office environment and utilize standard office equipment.

Clinical Risk Analyst

Los Angeles Mortgage Broker

Welcome to LBC Mortgage. We are a high profile mortgage company that represents a wide variety of “A” rated lending institutions, which provide first quality rates to private lenders. Here at LBC Mortgage Solutions we individually approach each client and use common sense to provide our borrowers with best possible loans. We do not believe in placing our client’s information into a loan profile formula generated by a bank, instead we use our extensive knowledge and experience to match our client’s needs.

Throughout years of experience we have developed a list of over one hundred investors, which provides us with an ability to meet our client’s needs and get the best possible loans on a wide variety of programs.

Industry: Financial Services
Company Size: 11-50 employees

LBC Mortgage

**About LBC Mortgage**

**LBC Mortgage ** is a Los Angeles-based mortgage company with over **20 years of industry experience **. Alongside our traditional mortgage business, we operate a fast-growing **Private Money / Hard Money Lending Division **, focused on funding real estate investment loans with speed, accuracy, and strong risk management.

We are looking for a skilled **Hard Money Underwriter ** who understands private lending, can underwrite deals quickly, and make confident decisions that protect the company while keeping production moving.

**Responsibilities**

-  Underwrite Hard Money / Private Money loans (Fix & Flip, Bridge, DSCR, Cash-Out, Ground-Up, etc.)

-  Review loan files and borrower documentation (credit, assets, entity docs, income where applicable)

-  Analyze property details, exit strategies, deal structure, and overall risk

-  Calculate and validate LTV, ARV, LTC, rehab budgets, and timelines

-  Review appraisals, comps, and market data to confirm property value and feasibility

-  Issue approvals and conditions, ensuring fast and clear communication with the team

-  Work closely with Loan Officers, Processors, and Management to move loans efficiently

-  Identify red flags early and provide clear recommendations

-  Ensure adherence to internal guidelines and lending policies

**Requirements**

-  2+ years of underwriting experience in Hard Money / Private Lending (required)

-  Strong understanding of Fix & Flip and Bridge loan underwriting

-  Ability to evaluate ARV-based deals, rehab scopes, and budgets

-  Strong knowledge of appraisals, title reports, insurance, and entity structures

-  Strong attention to detail and ability to work in a high-volume, fast-paced environment

-  Excellent communication skills and ability to make confident decisions

**Preferred Qualifications**

-  Experience underwriting DSCR and rental investment loans

-  Experience with Ground-Up Construction loans

-  Familiarity with Encompass or other mortgage/loan CRM systems

-  Strong knowledge of investor real estate lending across multiple states

**Why Join LBC Mortgage**

-  Established company with strong leadership and long-term stability

-  Growing private lending division with strong pipeline

-  Opportunity for career growth into Senior Underwriter / Underwriting Manager role

-  Competitive compensation based on experience

-  Remote flexibility and supportive team environment

Underwriter

Burns & Wilcox, H.W. Kaufman Group's flagship organization, is North America’s leading independent wholesale insurance broker and underwriting manager.

Burns & Wilcox offers wide-ranging and comprehensive specialty insurance solutions to serve retail insurance brokers and agents of all sizes, worldwide.

For over 50 years, Burns & Wilcox has been uniquely focused on the success of the brokers and agents with whom they work. Its 2000+ professionals possess a relentless commitment to apply their expertise to their clients’ needs day in and day out. 

The company also includes Burns & Wilcox Brokerage, focused exclusively on wholesale brokerage, delivering comprehensive solutions founded in quality outcomes, precision, agility and knowledge-based results.

Annually, Burns & Wilcox captures more than $2.4 billion in premium by placing the world’s most sophisticated and complex risks.

Burns & Wilcox Brand Ambassadors include: 2016 PGA Champion, Jimmy Walker, 2012 U.S. Open Winner, Webb Simpson, six-time PGA Tour Winner, Max Homa, and U.S. Women's Amateur Winner, Sophia Schubert.

Industry: Insurance
Company Size: 1,001-5,000 employees

Burns & Wilcox

When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Associate Underwriters directly service a book of business under the supervision of an Underwriter, offering the opportunity to learn the specialty insurance business and career advancements into an Underwriter role. Interested? Join our team!

**Responsibilities **

- Service a book of business under the direct supervision of an underwriter

- Log applications, prepare binders, and process policies and endorsements

- Bind risk, post the invoice and process technical data

- Screen renewal applications and send out renewal letters; perform some of the underwriting and prepare quotes for underwriter approval

- Assist with new business development

- Order and follow up on inspections and handle endorsement requests and referrals for the underwriter

- Manage relationships with retail agents and follow up on any outstanding information needed to complete the underwriting file

**Qualifications **

- Bachelor’s degree or equivalent combination of education and work experience

- Insurance experience in underwriting and/or brokerage support with excess & surplus lines preferred

- Sales & marketing experience preferred

- Be technologically savvy and data driven

**Compensation Package **

- Competitive base compensation + bonus. Salary range $70,000-$82,000/Annually

- Employer paid continuing education courses and designations via access to Kaufman Institute

- Health and welfare benefits including medical, vision and dental

- 401K with employer match

- Paid vacation, sick time, and holidays

- Access to Kaufman Wellness Program

**About Our Company **

Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.

~~Equal Opportunity Employer ~~

The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

Senior Associate Broker

Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs approximately 40,000 people worldwide.

Read our Social Media Guidelines here: https://www.chubb.com/us-en/about-chubb/chubbs-social-media-guidelines.aspx

Notre section « À propos » est également disponible en français, ici: https://www.chubb.com/ca-fr/about-chubb-in-canada/a-propos-de-chubb-au-canada.aspx

Industry: Versicherungswesen
Company Size: 10.001+ Beschäftigte

Chubb

**Job Description**

The **Global Head Insurance Learning ** is responsible for designing and implementing comprehensive learning and development strategies focused on the upskilling and continuous education of underwriters and claims adjusters. This role spans across Chubb’s global products, markets, customer segments, industry practices and distribution channels.

The incumbent will work closely with Business Heads, HR Business Partners, the Global and Regional Talent & Development teams to implement learning programs and practices to develop and engage employees to achieve business priorities and objectives.

This position requires a collaborative leader with a growth mindset who has the maturity, judgment, energy and discipline to effectively deliver in Chubb’s fast paced and matrixed environment. The role reports to the Executive Vice President, Chief Talent Officer.

**Responsibilities**

-  Develop and execute a global learning strategy focused on underwriting and claims excellence

-  Oversee the design, development and delivery of training programs, ensuring alignment with compliance, regulatory, and industry standards

-  Provide blended learning solutions, including in-person, virtual and digital learning platforms

-  Lead holistic approach to Early Career learning, including Associate, Apprentices and Interns

-  Identify opportunities for bespoke, product-specific curricula for experienced employees

-  Partner with Talent & Development colleagues to deliver region-specific learning initiatives

-  Oversee a relationship management model that balances multiple stakeholders (e.g., Business Leaders, HR, Region/Business L&D) while effectively deploying global resources in an agile way

-  Lead skills-based learning initiatives to bridge workforce skill gaps tied to skills taxonomies

-  Maximize Oracle and LinkedIn Learning functionality to scale access to and impact of learning

-  Design and deliver skills academies for critical roles in tight partnership with Business Units

-  Clearly define and measure learning outcomes, including enhanced levels of authority

-  Shape and refine Learning function’s operating model to ensure efficiency and effectiveness

-  Implement learning platforms and AI technologies that optimize resources and scale learning

-  Manage learning budgets, vendor relationships, and external education partners

**Qualifications**

- Extensive experience (10+ years) in learning and development roles within insurance

- Deep understanding of insurance operations, especially underwriting and claims workflows

- Knowledge of regulatory requirements and professional standards in major insurance markets

- Familiarity with learning technologies and emerging AI-enabled platforms

- Strategic leadership; stakeholder engagement and influencing skills

- Demonstrated ability to attract, develop and retain high-performing team

- Experience managing a geographically dispersed team; preferably including outside the U.S.

- Ability to collaborate across all levels of the organization and manage complex projects

-  Ability and comfort in presenting and facilitating effectively to small and large audiences

- Data-driven, with experience in applying analytics to learning outcomes

The pay range for the role is $160,000-$240,000.**The specific offer will depend on an applicant’s skills and other factors. **This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website . **The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.**

**About Us**

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Chubb Global Learning Manager

CorroHealth is the leading provider of clinically led healthcare analytics and technology-driven solutions, dedicated to positively impacting the financial performance for physicians, hospitals, and health plans. With over 11,000 employees worldwide, CorroHealth offers integrated solutions, proven expertise, intelligent technology, and scalability to address needs across the entire revenue cycle. Our global presence extends over 10 locations, including the United States, India, and the United Kingdom, enhancing our ability to deliver exceptional service on a large scale.

Industry: Hospitals and Health Care
Company Size: 5,001-10,000 employees

CorroHealth

**About Us**

Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.

We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success.

**Job Summary**

Insurance Specialists are responsible for accurately identifying insurance claims denials and/or claims processing errors to resolve accounts.

**Essential Duties And Responsibilities**

**Note: **The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.

- Resolve unpaid/denied claims by leveraging proprietary software system, making phone calls, generating letters, accessing client systems and insurance carrier web portals in the pursuit of getting a claim resolved.

- Review medical documentation such as UB04 claim forms, EOB’s and medical records to determine the appropriate course of action for claim resolution.

- Maintain familiarity with client preferences and known issues.

- Meet monthly production and quality expectations.

- Comply with HIPAA privacy laws.

- Other duties as assigned.

**Minimum Qualifications & Requirements**

- High School Diploma or equivalent

- At least one year of physician and/or hospital AR experience preferred

- Knowledge of UB04 claim forms, EOB’s and medical records preferred

- At least one year of Epic experience preferred

- Knowledge of basic computer functions

- Ability to work effectively in a remote environment

- Strong verbal and written communication skills

- Basic mathematics skills (addition, subtraction, calculate percent, etc.)

- Ability to analyze and interpret documents, contracts, notes, and other correspondence

- Ability to multitask in a fast-paced environment

- Organization skills with a strong attention to detail

**Physical Demands**

**Note: ** Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.

A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Insurance Claims Specialist

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Industry: Financial Services
Company Size: 2-10 employees

Clarity Financial Solutions

**Medicare & Health Insurance Specialist (Medicare + ACA) | Client Educator **

**Clarity Financial Solutions | Greenville, SC (with some flexibility) **

At **Clarity Financial Solutions **, we believe people deserve clarity—not confusion—when making some of the most important financial and healthcare decisions of their lives.  We are seeking a **Medicare & Health Insurance Specialist ** who is passionate about educating individuals on both **Medicare and ACA (Affordable Care Act) health insurance options **, while naturally connecting those conversations to broader retirement and financial planning.

This is not a transactional sales role.

This is a **relationship-driven, education-first position ** within a collaborative, growing firm

**What You’ll Do **

- Educate individuals on:

- **Medicare ** (Parts A, B, D, Supplements, Medicare Advantage)

- **ACA Marketplace plans ** (subsidies, income planning, coverage options)

- Conduct one-on-one consultations focused on clarity and guidance—not pressure

- Assist clients with enrollment and provide ongoing annual reviews (Medicare & ACA)

- Help clients understand how healthcare decisions impact:

- Retirement income

- Taxes (**IRMAA + ACA subsidy planning **)

- Early retirement transitions (pre-65 planning)

- Long-term care considerations

- Identify opportunities where clients may benefit from broader financial planning and **gracefully introduce them to the Clarity team **

- Participate in seminars, workshops, and community education events

- Build relationships with local professionals and organizations

**Who You Are **

- A natural educator—you simplify complex topics with ease

- Relationship-driven—you care about people, not just policies

- Team-oriented—you want to be part of a mission-driven firm

- Confident communicator without being sales-driven or pushy

- Organized, proactive, and dependable

- Comfortable in both one-on-one and group education settings

**Qualifications **

- Life & Health Insurance License (required or willing to obtain quickly)

- Experience with **Medicare and/or ACA plans ** preferred

- Background in healthcare, education, or client service is a strong plus

- Strong communication, listening, and problem-solving skills

**Compensation & Growth **

- Base salary + bonus/commission structure

- Opportunities to grow into expanded client relationship or advisory roles

- Ongoing training, mentorship, and support from an experienced team

- Ability to be part of a growing firm with long-term career potential

**Why Clarity **

At Clarity, we don’t just help people choose insurance—we guide them through life transitions.

You’ll be part of a team that:

- Leads with education and integrity

- Builds long-term, trusted relationships

- Integrates healthcare decisions into a broader financial strategy

- Values collaboration, growth, and doing what’s right for the client

**If This Sounds Like You… **

We’d love to meet you.

Please send your resume and a brief note about why this role resonates with you to:Amanda@clarityfinsolutions.com

Medicare & Health Insurance Specialist (Medicare + ACA) | Client Educator

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