Client Success & Underwriting Specialist (Remote)

Wealth Without Wallstreet

2d • Remote

About The Position

This role is for a Client Success & Underwriting Specialist at Wealth Without Wall Street, a company that helps people achieve financial freedom through education, coaching, and the Infinite Banking Concept. The position is fully remote with flexible scheduling, initially averaging 25-35 hours per week, with potential for growth into a full-time role. The specialist will act as a proactive guide for clients navigating the life insurance underwriting process, translating complex carrier requests into clear communication, ensuring cases move forward efficiently, and creating confidence during uncertainty. This is a critical client-facing role that directly impacts client trust, policy placement, operational efficiency, coach effectiveness, and company growth. The company is a fast-growing, people-first organization that values integrity, ownership, proactive communication, long-term relationships, personal growth, teamwork, and gratitude over greed.

Requirements

• Strong written and verbal communication skills
• Reliable high-speed internet and home office setup
• Comfortable working remotely and independently
• Available during core Central Time business hours
• Comfortable on Zoom and in a collaborative remote environment
• Ability to manage multiple moving pieces simultaneously
• Proficiency with technology and willingness to learn new systems quickly

Nice To Haves

• HubSpot
• Slack
• Outlook
• Monday.com
• Dropbox
• Insurance carrier portals
• Customer service or client success experience
• Life insurance or underwriting operations

Responsibilities

• Coordinate life insurance applications from submission through final policy delivery
• Gather and organize client information needed for successful carrier submission
• Submit applications and supporting documents to insurance carriers
• Coordinate medical exams, labs, APS requests, and underwriting requirements
• Communicate proactively with clients regarding outstanding requirements
• Follow up consistently with carriers to keep cases moving efficiently
• Help coaches prepare clients for underwriting expectations and next steps
• Coordinate policy delivery and funding logistics
• Assist with onboarding clients into our systems and community after policy placement
• Serve as a trusted guide and point of contact for clients throughout the underwriting process
• Translate carrier communication into clear, professional, client-friendly messaging
• Maintain a calm, professional, and reassuring presence during underwriting challenges
• Provide timely updates and proactive communication to both clients and coaches
• Assist existing policyholders with service-related requests
• Coordinate carrier service forms and policy changes when needed
• Maintain accurate CRM notes and pipeline updates
• Track tasks, workflows, and follow-ups inside company systems
• Collaborate closely with coaches and operations leadership

Benefits

• Hourly compensation plus performance-based bonuses tied to applications and funded policies
• Fully remote position
• Flexible scheduling environment
• Meaningful, mission-driven work
• Strong team culture and support
• Access to company educational resources and training
• Opportunity for long-term growth as the company scales

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed