Evaluate and manage the most complex, high-impact life insurance underwriting cases. Audit underwriting decisions and medical summaries, handle appeals, fraud referrals and contestable claims, train and mentor junior underwriters, assist management with risk research and process improvements, and serve as a subject matter expert to ensure policy compliance and service deadlines are met.

Provides advanced financial and insurance planning consultation to distributors and financial professionals. Advises on life insurance, premium finance, estate planning, business succession, executive benefits, and charitable strategies. Reviews complex cases for legal, compliance, and risk considerations; develops practical recommendations; collaborates with underwriting, legal, compliance, operations, and sales teams; and delivers educational content and thought leadership to support business growth.