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Insurance Underwriter - Fully Remote | Upto $800/task Task based

$800 per month

Mercor

New York, NY
  • Remote job

Job Description

Job Description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .

Position: Life & Annuity Specialist
Type: Contract
Compensation: $800/hour
Location: Remote
Commitment: 20–40+ hours/week

Role Responsibilities

  • Design realistic scenarios involving needs analysis, product selection, and underwriting. Develop illustrations, table ratings, replacements, and policy-service determinations.
  • Create work products such as coverage recommendations, illustration comparisons, and underwriting assessments. Provide suitability rationales and replacement analyses.
  • Write "golden" reference responses at experienced life and annuity practitioner quality. Ensure high standards in all outputs.
  • Grade AI-generated responses against structured rubrics for product accuracy and suitability. Evaluate mathematical correctness and disclosure adequacy.
  • Identify unsupported illustration assumptions and unsuitable recommendations. Detect confusion between product types or tax treatments.
  • Provide written feedback to the research team to improve model behavior. Participate in onboarding office hours and calibration sessions.

Qualifications

Must-Have

  • 2+ years of professional experience in life insurance or annuity advisory, underwriting, or policy administration.
  • Experience with at least one product family such as term, whole life, or universal life.
  • Understanding of policy mechanics like cost of insurance and surrender charges.
  • Ability to explain tax treatment and suitability considerations clearly.
  • Excellent written communication and high attention to detail.
  • Ability to distinguish product and suitability judgment from investment advice.

Preferred

  • CLU , ChFC , FLMI , CFP , or comparable designation.
  • Active or previously held life and health producer license, or securities registration.
  • Medical or financial life underwriting experience, including APS review.
  • Experience with buy-sell, key-person, or estate-planning cases.
  • Experience with suitability, Reg BI , or state replacement and disclosure review.

Start Date

  • Immediately ; applications reviewed on a rolling basis.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Vacancy posted 17 days ago
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