Training Advisor – Life Underwriting

Training Advisor – Life Underwriting

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

Training Advisor – Life Underwriting is responsible for designing, developing, and implementing training programs that align with NLG’s underwriting philosophy and processes.  This role involves assessing training needs, delivering effective learning solutions, and providing expert advice that contributes to continuous growth and development of underwriters. The trainer will collaborate with internal stakeholders including medical, claims, underwriting leaders, and quality assurance to identify gaps, train to gaps, and measure effectiveness. 

Essential Duties and Responsibilities

• Oversees new Underwriter onboarding, including scheduling cohorts, training, assessing competence, and providing feedback to new hires and leaders
• Designs and implements comprehensive training programs for new underwriting trainees focusing on fundamental underwriting principles, risk assessment, and NLG guidelines and procedures
• Partners with internal stakeholders to identify skill gaps or opportunities and designs, develops, and implements training to promote consistency and efficiency
• Creates and leads courses related to updated guidelines, new underwriting tools, and continuing education topics for department
• Measures training effectiveness and provides recommendations for improvement
• Serves as a subject matter expert and point of contact for the department.
• Promotes a supportive learning environment, encouraging all underwriters to continue developing their skills
• Special underwriting projects and presentations

Minimum Qualifications

• Bachelor's degree-preferred
• 7 years of life underwriting experience; preferred background would include designations such as FALU, FLMI, or other course work within the ALU, LOMA or similar industry organizations

• Experience in teaching adult learners and curriculum development preferred
• Critical thinker and results oriented
• Excellent communicator
• Understanding of how to develop risk management and underwriting programs
• Understanding of how to implement training programs that support department change initiatives
• Ability to work independently, as well as being a strong team player
• Proficiency in Microsoft Office Suite; strong business acumen
• Position is strongly preferred onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion)

Preferred Qualifications

• Experience in designing computer-based training modules

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.   

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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