Kathie Figueroa
Scottsdale
Summary
A highly skilled and seasoned underwriting specialist with a keen eye for detail and strong commitment to accuracy seeking a position with an established company where I can maximize and grow my 30 years of experience in mortality risk assessment, case management/processing, and customer service.
Overview
30
30
years of professional experience
Work History
Underwriter, Sr. & Case Manager (Retail)
Gallagher w/M Financial
01.2020 - 08.2026
- Conducted day-to-day risk assessment activities, including all informal inquiries.
- Reviewed and processed life insurance applications, ensuring compliance and completeness for timely deliverables to insurance companies.
- Partner with insurance company case managers and underwriters to obtain and review medical records, medical exams, financial documents, and any additional underwriting requirements to determine the best risk class for each client.
- Negotiate medical and financial underwriting offers received from insurance companies for highly complex cases.
- Managed case workflow from application to policy delivery, facilitating timely completion for advisors and clients.
Field Underwriter/Case Manager (Brokerage)
Independent Planners Group / Simply Financial
02.1997 - 12.2019
- Conducted day-to-day risk assessment activities, including all informal inquiries.
- Partner with insurance company case managers and underwriters to obtain and review medical records, medical exams, financial documents, and any additional underwriting requirements to determine the best risk class for each client.
- Negotiate medical and financial underwriting offers received from insurance companies as needed for all cases.
- Negotiated medical and financial underwriting offers received from insurance companies.
- Managed case workflow from application to policy delivery, facilitating timely completion to meet agent and client expectations.
Skills
- Caseload management
- Mortality risk assessment
- Impaired risk expertise
- Complex information analysis
- Risk evaluation
- Proficient in SmartOffice, OKTA, navigating carrier websites & quoting software
- Customer-centric and relationship-focused attitude
- Ability to work independently with minimal supervision
- Customer-centric and relationship-focused attitude
Timeline
Underwriter, Sr. & Case Manager (Retail)
Gallagher w/M Financial
01.2020 - 08.2026
Field Underwriter/Case Manager (Brokerage)
Independent Planners Group / Simply Financial
02.1997 - 12.2019