Client Services Underwriter/Administrator

Our nationally recognized boutique insurance advisory firm, GARLIKOV & ASSOCIATES, INC., seeks an experienced client focused life insurance underwriter/administrator to join our team which has been a leading member of M Financial Group since 1982. For more than 38 years we have designed, managed and preserved innovative and strategic financial solutions for successful entrepreneurs, affluent multi-generational families, as well as for closely-held and publicly traded corporations and their executives. Our knowledge and years of experience enable us to provide expert solutions for clients and their other advisers. The ideal candidate is a knowledgeable, experienced, confident, and detail oriented life insurance professional who thrives in a fast paced, entrepreneurial environment.

Position Overview:

This individual will join the team that is responsible for negotiating favorable underwriting and administration of complex life insurance programs for our affluent clientele.

Major Responsibilities:

  • Negotiates favorable underwriting terms with carriers on behalf of clients
  • Serves as liaison between new and existing clients, insurance carriers, attorneys, accountants and internal departments to ensure that policies are placed and managed effectively
  • Ensures all service requests are processed efficiently
  • Maintains accurate policy data and provides guidance to maximize performance
  • Implements and communicates policy improvements
  • Processes policy payments to ensure correct payment for specific policy designs
  • Performs routine operational functions to promote efficiency and effectiveness

Required Qualifications:

  • Bachelors degree in related field
  • Minimum 5-7 years of life insurance experience
  • State of Ohio Life & Health Insurance license
  • FINRA Series 6 license
  • Well organized, detail oriented with ability to multi-task
  • Capable of communicating complex financial concepts and issues
  • Excellent verbal and written communication skills
  • Strong negotiation and decision-making skills
  • Thrives in past faced environment
  • Demonstrated team player
  • Ability to work independently and interdependently

We offer an exceptional professional work environment and compensation package including health insurance and a deferred compensation plan.  If you have a strong entrepreneurial spirit and seek to contribute to an innovative solutions TEAM, email your resume to hr@garlikovcompanies.com or fax to 614.221.0600.

GARLIKOV & ASSOCIATES, INC., is independently owned and operated and is a member of M Financial Group.

GARLIKOV & ASSOCIATES, INC. and their agents are presently licensed to sell traditional life insurance in AZ, CA, CO, DE, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TN, VA, WI and WV. Insurance services are limited to residents of the above listed states. *Licenses to other states can be acquired with advance notice

Variable life and annuity products, and/or other securities products, may be sold in AZ, CA, CO, FL, GA, ID, IL, IN, KS, , MA, MI, MN, MO, NC, NJ, NY, OH, , PA, SC, , VA, WA, WI and WV. Securities services are limited to residents of the above listed states. *Licenses to other states can be acquired with advance notice

Proper state registration is mandatory prior to conducting business in any state.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Investment Advisory Services offered through GARLIKOV ADVISORS, INC.

GARLIKOV & ASSOCIATES, INC. is owned and operated independently from M Holdings Securities, Inc. GARLIKOV & ASSOCIATES, INC. is a member of M Financial Group. Please go to mfin.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.