Company Description
Cornerstone Advisors - Ensure You'll Endure™ is a privately-held, woman-owned boutique shop headquartered in Allentown, Pennsylvania. Specializing in Wealth Planning and Transfer, Business Acceleration, and Human Capital Development, we help businesses endure through generational transition. Our team of professionals are strategic and well-rounded, focused on empowering businesses to last.
Our approach is to integrate individual life insurance into the estate and business plans of our clients. We blend our experience and the human touch to make the complicated underwriting process easier for our clients, so they can focus on running their businesses.
Role Description
This is a full-time on-site, hybrid or remote role for a Life Insurance Underwriter & Case Manager at Cornerstone Advisors - Ensure You'll Endure™ located in Allentown, PA. The role involves day-to-day tasks related to underwriting individual life insurance policies, managing cases, and ensuring financial security for clients.
Key Responsibilities:
Qualifications:
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