Case Manager, Hnw Underwriting

Prudential Assurance UK

Strong working knowledge of underwriting principles
Minimum 3 years insurance or financial services experience
Proficiency in ms excel and power bi
The role involves steering the smooth and timely progression of complex insurance applications for High Net Worth clients while maintaining high service standards

Job Summary

  • The role involves steering the smooth and timely progression of complex insurance applications for High Net Worth clients while maintaining high service standards.
  • Candidates will facilitate communication between underwriters, sales teams, intermediaries, and operational units to ensure case momentum and provide proactive updates.
  • Prudential offers a culture where diversity is celebrated and inclusion assured, supporting people's career ambitions to Connect, Grow, and Succeed.

Matching Summary

The role involves steering the smooth and timely progression of complex insurance applications for High Net Worth clients while maintaining high service standards.

Skills & Requirements

Must-have

  • Strong working knowledge of underwriting principles
  • Minimum 3 years insurance or financial services experience
  • Proficiency in MS Excel and Power BI

Nice-to-have

  • Proven conflict resolution and relationship management skills
  • Detail-oriented with commitment to accuracy
  • Self-motivated with a keen learning mindset

Key Requirements

  • Bachelor's degree in a relevant field
  • Professional insurance qualification (e.g., LOMA, FLMI)
  • Insurance-related certifications (FLMI, CMFAS Module 5, 9, 9A)

Work Rights

Not specified

Tailored Resume

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