Summary
Overview
Work History
Skills
Certification
Timeline
Generic
CHERRI McNEAL

CHERRI McNEAL

Wimauma,FL

Summary

Seasoned Underwriting Consultant specializing in Individual Life and Long-Term Care Insurance, with extensive expertise in the profitable Older Age Market. Skilled in comprehensive risk analysis, reinsurance negotiations, and medical/financial reviews to ensure sound underwriting decisions. Recognized for analytical thinking, problem-solving, and delivering results that align with client needs and company profitability.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Underwriting Consultant

MassMutual
08.2020 - Current
  • - Underwrite applications for face amounts up to $3,000,000+, conducting detailed medical and financial reviews.
  • - Collaborate with reinsurance carriers to secure favorable coverage options.
  • - Ensure compliance with company standards and confirm sales align with client risk tolerance.

Underwriting Consultant

Jacobson Group
10.2019 - 01.2020
  • - Provided informal medical quotes for amounts up to $10,000,000+.
  • - Performed thorough medical and financial reviews to ensure suitability and compliance.

Underwriting Consultant

Transamerica
10.2014 - 07.2019
  • - Underwrote applications for amounts up to $2,000,000+, exceeding approval targets with a 95% audit accuracy.
  • - Built strong relationships with partners to expedite commissions and improve processing efficiency.

Underwriting Consultant

MetLife
09.2001 - 06.2014
  • - Managed underwriting for face amounts up to $2,000,000+, performing in-depth medical and financial reviews.
  • - Partnered with reinsurance carriers to achieve optimal underwriting decisions.

Skills


  • - Risk Analysis
  • -
  • -
  • - Microsoft Office & Outlook
  • -
  • - Reinsurance Swiss Re,
  • - MIB
  • Tableau

  • Risk assessment
  • Application review

  • Teamwork and collaboration

  • Quote preparation



  • Insurance underwriting



  • Underwriting guidelines
  • Decision-making
  • Documentation

Certification

  • - FINRA Series 6 & 26 (Expired)
  • - LOMA 280 & 291

Timeline

Underwriting Consultant

MassMutual
08.2020 - Current

Underwriting Consultant

Jacobson Group
10.2019 - 01.2020

Underwriting Consultant

Transamerica
10.2014 - 07.2019

Underwriting Consultant

MetLife
09.2001 - 06.2014

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