Life Insurance Senior Underwriter

Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.

Maintainer signals as of 9/25/2026

Boston, Massachusetts, United States
About Fidelity Investments

Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will update underwriting guidelines and automated rules, research industry practices, and help roll out new guidance. You will analyze business and audit results, support cross-functional projects, provide underwriting guidance, and mentor junior underwriters.

Requirements

  • Bachelor’s degree in an applicable field
  • 5+ years of progressive life insurance underwriting experience
  • Risk assessment expertise
  • Case evaluation experience with an underwriting authority limit of $3,000,000 or higher

Responsibilities

  • Update underwriting guidelines and automated rules
  • Identify and prioritize underwriting refinements
  • Research, draft, and help roll out new underwriting guidelines
  • Conduct market studies on industry norms
  • Serve as a subject matter expert on cross-functional projects
  • Evaluate business results data with actuarial and data analytics partners
  • Provide underwriting guidance to legal, risk, and compliance teams
  • Review audit cases and post-issue automated cases
  • Analyze audit findings and recommend mitigations
  • Mentor and coach junior underwriters

Benefits

  • Comprehensive health care coverage
  • Emotional well-being support
  • Retirement benefits
  • Paid time off
  • Parental leave
  • Charitable giving employee match program
  • Student loan repayment
  • Tuition reimbursement
  • Learning resources