Director, New Business

at  Modern Life

Join our team and accelerate your career.
Modern Life is a tech-enabled brokerage that combines the best of advanced technology with the advice of the country’s top insurance experts. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.
We have raised $20M in seed funding, led by Thrive Capital with participation from 12 unicorn founders from Hippo, Plaid, Reddit, Flatiron Health, Newfront, At Bay, Vouch, Cedar, Lattice, and more.
Our Director, New Business responsibilities will consist of individual contributor work and management work, with the goal of being full management within 18-24 months.

• Lead and manage a team responsible for reviewing and scrubbing applications to ensure accuracy and completeness.
• Mentor, develop, and provide feedback to team members, fostering a collaborative, high-performance culture.
• Occasionally order and ensure follow-up on medical exams and attending physician statements.
• Monitor case progress, track down requirements, and provide ongoing status updates, escalating as needed.
• Reconcile the Modern Lfie AMS requirements with carrier portal requirements.
• Review application information, including medical history, identify issues that could present a problem, and proactively secure information to expedite the process – if necessary, researching and presenting alternative solutions.
• Support agents in the underwriting process and be on the front lines of agent communication.
• Continuously look for ways to expedite and improve our processes and services.
• Maintain positive relationships with agents, underwriters, and the internal team.
• Oversee KPI metrics to include caseload balancing, task completion, SLAs, and time to issue.
• Oversee and participate in monthly calls with Modern Life’s preferred carriers’ new business management team.
• Vendor management (APS vendors, EHR vendors, Exam vendors, Ipipeline)