Subject Matter Experts > Underwriting

Underwriting Consultants

Finding qualified insurance underwriters – even on a temporary or contract basis – has become more challenging in recent years. Industry trends indicate there will continue to be a deficit of insurance professionals, and large portions of the underwriting workforce will continue to retire in the next few years. Amid this challenging candidate’s market, finding the right talent for your underwriting department is becoming increasingly difficult. To combat the talent gap, complement full-time staff on an as-needed basis for special projects or meet an influx in demand, many organizations turn to The Jacobson Group. An experienced insurance recruiter, Jacobson offers a flexible staffing model, providing contract underwriters for short- or long-term interim assignments.

Whether you are searching for one underwriter or a team of underwriters, Jacobson can provide access to professionals at all levels with the functional and product line expertise necessary to support your particular need. 

Expert Underwriting Support

In addition to underwriting assistants, Jacobson can provide access to tenured underwriting subject matter experts with the expertise to address consulting and business-critical needs. Our network of property and casualty, life, and health underwriting professionals average 15 years of functional expertise and can be mobilized on-site or in a work-at-home setting to best meet your department's needs and budget.


How to Manage Remote Underwriting Staff

 

Health Insurance Underwriting

Underwriting consultants are in high-demand, and the healthcare industry is no exception. Skilled professionals with functional expertise and specific health insurance product line experience are required to set your company’s health insurance underwriting process apart from other companies. Our underwriting experts provide acumen in the following subject matter areas:

  • Auditing
  • Backlogs
  • Branch Consolidations
  • Individual and Group Underwriting
  • Interim Management
  • Marketing Penetration and Feasibility Studies
  • Medical Insurance Underwriting
  • Mergers and Acquisitions
  • Operational Streamlining and Efficiencies
  • Pricing
  • Process Analysis
  • Process Improvements
  • Product Launches
  • Quick Quotes
  • Strategic Planning
  • System Conversions
  • Training
  • Underwriting Guideline Development

Download our brochure to learn more about our health insurance underwriters.


Download Our Large Group Underwriter Case Study.

 

DISABILITY AND LIFE INSURANCE UNDERWRITING

As with other lines, the life and disability insurance industry has its unique challenges amid increasing regulatory pressures and modernization efforts. Skilled underwriters help navigate these challenges, refining your company’s life insurance underwriting process or handling special projects, allowing your team to maximize profitability and decrease risk.

  • APS Summaries
  • Auditing
  • Backlogs
  • Branch Consolidations
  • Individual and Group Underwriting
  • Interim Management
  • Life Insurance Medical Underwriting
  • Marketing Penetration and Feasibility Studies
  • Mergers and Acquisitions
  • Operational Streamlining and Efficiencies
  • Pricing
  • Process Analysis
  • Process Improvements
  • Product Launches
  • Quick Quotes
  • Strategic Planning
  • System Conversions
  • Training
  • Trial Apps
  • Underwriting Guideline Development

Download our brochure to learn more about our life underwriters.


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PROPERTY AND CASUALTY INSURANCE UNDERWRITING

The various underwriting projects our subject matter experts have been tapped to help with in the property and casualty industry are as diverse as the industry’s product lines. We provide underwriters with proven product line knowledge and hands-on functional expertise to meet a variety of underwriting needs. Whether you are in need of a mid-level commercial underwriter or someone who specializes in auto insurance underwriting, Jacobson has a plethora of experienced personnel available on a contract basis.

  • Auditing
  • Backlogs
  • Branch Consolidations
  • Interim Management
  • Marketing Penetration and Feasibility Studies
  • Mergers and Acquisitions
  • Operational Streamlining and Efficiencies
  • Personal and Commercial Underwriting
  • Pricing
  • Process Analysis
  • Process Improvements
  • Product Launches
  • Quick Quotes
  • Strategic Planning
  • System Conversions
  • Training
  • Underwriting Guideline Development

Download our brochure to learn more about our property and casualty insurance underwriters.

No matter the project or need, partner with Jacobson to access the expert underwriters you need for success. Contact us today to learn more about our services.

 



RECENTLY COMPLETED PROJECTS

Large Group Underwriter
Healthcare Provider

Stop Loss Underwriter
Life Insurance Company

Junior Individual Life Underwriting Associates (3)
Life Insurance Company

Life Underwriter
Mutual Insurance Company

Small Group Underwriter
Health Insurance Company

Underwriting Assistant
Software Company

 

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