Job Description

Are you a passionate insurance industry professional with exemplary integrity, analytical, and decision-making skills? Take your career to the next level by joining our firm’s growing team! The ideal candidate brings strong computer skills, a detail-oriented approach, and keen knowledge of risk factors and financial services to every insurance application for prospective, new, and existing clients. If this sounds like a fit for you, send us your resume today! We’re looking for a Life Insurance Underwriter to join our Dallas team. This is a hybrid position designed for a meticulous, forward-thinking professional who thrives in a fast-paced environment. You’ll play a key role in shaping the client and advisor experience — from case design to carrier communication — and will help us deliver clarity, speed, and excellence across every approval. Responsibilities: • Review insurance claims against policy terms to determine the amounts owed by the insurance company to the claimant • Collect and analyze insurance applicant information to screen each client and conduct insurance policy risk assessments • Obtain policyholders’ personal information necessary to properly assess risk factors by working with medical personnel, field representatives, actuaries, and others • Apply a data-based approach to setting insurance policy provisions, premiums, and coverage in the case it should be provided • Use insurance software to identify coverage recommendations for existing, new, and prospective clients Qualifications: • Chartered Property and Casualty Underwriter (CPCU) designation and/or Associate in Commercial Underwriting (AU) designations strongly preferred • Strong interpersonal and communications skills are required to work with insurance agents, actuaries, policyholders, and others • Accurately calculate insurance policies’ profit-loss ratios by collecting and evaluating background information from a variety of sources • Must be detail oriented, analytical, and math-minded to properly assess applications for insurance coverage • 3+ years of life insurance underwriting experience (premium financing expertise strongly preferred) • Strong understanding of carrier underwriting guidelines, risk assessment, and case design About Company: At Texas National Financial Group, we’re more than a financial services firm. We’re a community built on gratitude, communication, and transparency. Our mission is to empower agents to build meaningful, purpose-driven careers while helping families protect what matters most. We combine personalized mentorship, innovative tools, and industry-leading training to give our professionals the support they need to grow successful, sustainable businesses. What truly sets us apart is our culture, one rooted in teamwork, integrity, and shared success. Every agent is treated like family, encouraged to dream big, and provided with the resources to turn those goals into reality. At Texas National Financial Group, success isn’t achieved alone; it’s built together.

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