Isaac Dyer III. FLMI, ACS

Life Insurance Brokerage Underwriter.

2014 – Present

• Evaluate complex life insurance applications by analyzing medical, financial and lifestyle risk factors to determine appropriate underwriting classification.
• Support profitability and mortality targets through disciplined risk selection and timely decision making
• Collaborate with advisors and carriers to negotiate case placement, optimizing outcomes for clients and business partners
• Prepare detailed underwriting summaries for carrier review, improving placement efficiency and decision clarity
• Maintain working knowledge of underwriting guidelines, product offerings, and reinsurance considerations across multiple carriers.
• Serve as dedicated underwriter for large key account, strengthening relationships and improving case turnaround and placement success.

New Business case manager

2001-2014

• Managed end to end lifecycle of new business cases, ensuring timely processing and issue placement
• Partnered with advisors to improve case quality, reducing delays through proactive data review and case scrubbing
• Provided guidance on product selection and plan design aligned with client financial goals
• Acted as subject matter expert, training advisors and staff on underwriting requirements and submission best practices.
• Improved operational efficiency by streamlining workflows and enhancing cross team communication
• Supported large key account with dedicated service, improving client satisfaction and retention.