RSLI LTD

Underwriter

• The Underwriting Operations Associate I is an entry‑level position that provides underwriting and sales support through rating, quoting, renewals, and ongoing policy administration.
• In this role, you will support both Underwriting and Sales teams by helping ensure new business proposals and renewal materials are accurate, timely, and compliant with established processes and regulatory requirements.
• Performs a variety of underwriting and sales support duties which may include: Developing and delivering timely and accurate new business financial quotes and related proposal documentation.
• Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal preparation.
• Responsible for tracking and reporting on all activity for the renewal block assigned, ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines.
• Rating/Quoting Pre-Sale Support Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting.
• Rate and propose all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary products, dental and vision RFP’s .
• Utilize Teams, Outlook, Word and Excel.
• Process “Decline to Quotes” (DTQ’s) and “Clear to Quotes” (CTQ’s) requests.
• Make corrections/revisions (rerate) as required.
• Desk manage to meet all RFP turnaround times.
• Meet set productivity and accuracy goals.
• Update Quote tracking system (Salesforce) with all required RFP information.
• Provide back-up coverage for other team members.
• Assist with rating, proposing for other regions as needed.
• Attend all scheduled, required training courses.
• Work with mentor, supervisor, and manager to gain independence in job responsibilities.
• Renewal and Inforce Case Level Support Ensures that workflows, procedures, and best practices are followed to improve accuracy and efficiency, meeting departmental expectations.
• Coordinates the Renewal Administration Process from start to finish for assigned RSOs, with emphasis on both timeliness and accuracy.
• Reviews and approves Rate Increase Compensation requests.
• Handles correspondence with agents, field offices, brokers and policyholders.

Underwriting Operations Associate

Implementation Specialist

• The Client Implementation Manager will be responsible for developing and overseeing new client installations for the RSL portfolio of business.
• This includes overall accountability for the successful new case installation of employee accounts that have core Life, Disability, Absence and/or Voluntary benefits.
• He/she will drive the process through a combination of direct involvement, partnership with account management, and influence and coordination with internal partners.
• Provide leadership and subject matter expertise to new client to ensure successful implementation, enrollment and ongoing support for assigned clients / territories.
• Lead new client installation calls for assigned clients/sales offices.
• Proactively communicate to the client to ensure appropriate setup and understanding of systems, tools and processes, including (but not limited to) billing, contracts and web tools.
• Identify, research and coordinate the resolution of client-level issues for new clients.
• Interface with IT and service teams to develop solutions to broker and client’s specific needs, and to proactively communicate/document potential issues.
• Coordinates training and communication strategy
• Liaison between client/broker/HR platform and internal resources.
• Develop and maintain cooperative partnerships with Administrative Office Departments and work closely to ensure effective communication with Regional Sales Staff, implementation and home (administrative) office counterparts.
• Lead discussions at routine client meetings with manager approval of agenda.
• Create and deliver new client administrative kits in an accurate and timely manner.
• Coordinate fulfillment, tracking, billing, and inventory process for all enrollment communication materials.
• Perform enrollment resource/logistical coordination for extra-territorial and multi-site clients (within and outside assigned territory when required).
• Data transfer setup and test plan with internal and external resources
• Work with marketing to ensure appropriate delivery of client materials.
• Collaborates with team members and management in recommending and implementing improvement opportunities.
• Makes decisions within guidelines and policies that impact own priorities and allocation of time to meet deadlines.