Full-Time

Underwriting Insurance Case Management

Posted on 7/3/2025

Protective Life

Protective Life

1,001-5,000 employees

Provides financial planning and life insurance services

Compensation Overview

$45.1k - $63.2k/yr

Entry, Junior

Williston Park, NY, USA

Hybrid

1 day in office per week.

Category
Insurance
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • Associate degree or higher required in a related field
  • Excellent written, oral and interpersonal communication skills
  • Capable of working both independently as well as on a team
  • Ability to multi-task and perform under tight deadlines
  • Proficient with Microsoft Office with a concentration in Excel
Responsibilities
  • Maintain various departmental Outlook inboxes
  • Route risk involved matters to departmental staff
  • Set up underwriting files and applications by obtaining required documents and updating appropriate systems
  • Participate in updates and testing of insurance administration systems
  • Issue and send rate endorsements within required timeframes
  • Complete assignments in an accurate and timely manner and according to pre-established guidelines and workflows as assigned by the department
  • Assist in maintaining and updating select Underwriting reports and standard operating procedures
  • Generate reports with various frequencies to support underwriting functions and provide status updates
  • Interact and work with various internal stakeholders, as needed
Desired Qualifications
  • 0-2 years of insurance industry experience preferred

Protective Life offers financial planning and life insurance services to individuals and businesses, focusing on retirement planning and practice management solutions. Their products include life insurance policies and retirement planning guides, which help clients secure their financial future. The company stands out by providing excellent customer service and educational resources for both clients and financial professionals. Protective Life's goal is to help clients achieve financial security through comprehensive support and expert advice.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Birmingham, Alabama

Founded

1842

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital financial planning tools boosts Protective's market potential.
  • Growing interest in personalized insurance products enhances customer satisfaction and competitive edge.
  • Integration of AI and machine learning improves customer service and operational efficiency.

What critics are saying

  • Increased competition from digital-first insurance startups threatens Protective's market share.
  • Integration of new technologies like FireLight may face operational challenges.
  • Acquisition of ShelterPoint Group Inc. presents integration risks and potential inefficiencies.

What makes Protective Life unique

  • Protective.com emphasizes excellent customer service and educational resources for informed decision-making.
  • The company offers support and training for financial advisors and insurance agents.
  • Protective.com operates on both B2B and B2C models, reaching diverse client bases.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

Paid Vacation

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Employee Assistance Program

Company News

Birmingham Times
May 9th, 2025
Protective to Host Second Annual Community Wellness Fair on May 13

Protective Life Corporation (Protective) will host its second annual Community Wellness Fair on Tuesday, May 13, from 4 p.m. to 7 p.m. at Protective Stadium, a multi-purpose sports and entertainment hub located in downtown Birmingham's Uptown Entertainment District on the Birmingham-Jefferson Convention Complex (BJCC) campus.

Coverage
Dec 11th, 2024
Protective Partners With Ipipeline

Protective Life <i class="fa fa-info-circle company-popover" data-content="h3Protective Life/h3. div. table

PR Newswire
Oct 8th, 2024
Cetera Announces Agreement with Protective Life to Acquire Concourse Financial Group Securities

Cetera announces agreement with Protective Life to acquire Concourse Financial Group Securities.

Business Wire
May 7th, 2024
Protective Life Corporation Names Dom Lebel As Svp Chief Risk Officer

BIRMINGHAM, Ala.--(BUSINESS WIRE)--Protective Life Corporation (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announces that Dom Lebel has joined the company as SVP & Chief Risk Officer, effective May 6. The company also announced Casey Hardeman has been promoted to SVP, Financial Planning & Analysis.As CRO, Lebel’s primary responsibility is providing independent oversight of enterprise risks with a focus on insurance and product related risks, credit and market risks, as well as operational and technology risks. Lebel will join Protective’s Performance & Accountability Committee, a group of the company’s top executive leaders. He will report to Steve Walker, Vice Chairman, Finance & Risk.“ We are thrilled to have Dom join Protective. He is a proven leader with a deep understanding of our industry and the issues impacting our business,” said Walker

Yahoo Finance
May 7th, 2024
Protective Life Corporation Names Dom Lebel As Svp & Chief Risk Officer

Dom Lebel named SVP, Chief Risk Officer for Protective (Photo: Business Wire)Casey Hardeman promoted to SVP, Financial Planning & AnalysisBIRMINGHAM, Ala., May 07, 2024--(BUSINESS WIRE)--Protective Life Corporation (Protective), a subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announces that Dom Lebel has joined the company as SVP & Chief Risk Officer, effective May 6. The company also announced Casey Hardeman has been promoted to SVP, Financial Planning & Analysis.As CRO, Lebel’s primary responsibility is providing independent oversight of enterprise risks with a focus on insurance and product related risks, credit and market risks, as well as operational and technology risks. Lebel will join Protective’s Performance & Accountability Committee, a group of the company’s top executive leaders. He will report to Steve Walker, Vice Chairman, Finance & Risk."We are thrilled to have Dom join Protective. He is a proven leader with a deep understanding of our industry and the issues impacting our business," said Walker

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