Underwriting Analyst

This specialized role focuses on medical and financial underwriting and life insurance application preparation tailored to the needs of ultra-high-net-worth individuals, families, and institutional clients. A successful candidate will bring high attention to detail, sophisticated communication skills, and demonstrated proficiency with Microsoft Office and CRM systems. Prior experience with life insurance products or underwriting is a bonus, but not a requirement. The role involves close collaboration with underwriters, design associates, investment professionals, and legal counsel to ensure that all strategies meet stringent compliance, tax, and financial planning requirements, further emphasizing its status as a specialty occupation. Key Responsibilities include but are not limited to:

• Execute general underwriting case management and implementation from inception through completion, including reporting to clients and advisors.

• Prepare timely client communications with adherence to Firm templates and standards.

• Communicate professionally, concisely, and effectively to both internal and external stakeholders throughout the underwriting and implementation process.

• Schedule and conduct telephone interviews with clients and third parties to ensure accurate and current information is maintained.

• Schedule and, if needed, attend insurance medical exams to ensure strict adherence to HIPAA requirements and Firm processes.

• Order, review, and synthesize medical records to identify gaps and items of concern and prepare the medical underwriting file for insurance company review.

• Prepare and review detailed cover letters for insurance company review.

• Advocate for clients to obtain the best possible underwriting classification and pricing.

• Work with clients and advisors to gather financial information to complete the financial underwriting requirements and prepare financial justification letters.

• Be familiar with and collaborate with the Implementation team to identify and establish ownership entities.

• Prepare, review, and quality-check application paperwork.

• Coordinate signatures on application paperwork for insurance company submission.

• Proactively follow up on case statuses with insurance companies.

• Review issued policies for accuracy, have errors corrected, and prepare policies for delivery.

• Coordinate signatures on delivery documents and facilitate funding to place the policies in force.

• Collaborate with the Client Service team on ongoing policy administration.

• Input and maintain client, policy, and advisor information within the Firm's database, ensuring accuracy and completeness.

• Assist with process improvement initiatives and cross-team projects as needed.

• Maintain current knowledge of underwriting guidelines, insurance company best practices, and industry developments.

Golconda Partners, LLC is an independent firm that serves as a guide and service platform for ultra-high-net-worth clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment accounts. We operate with the utmost level of professionalism, integrity, and security standards. We place a significant emphasis on self‐discipline. We believe that quality and consistency in a professional services firm can only be achieved through attention to detail, systematic review, and taking pride in establishing and living up to agreed-upon values and business fundamentals