Senior Manager, High Net Worth (hnw) Case Management
Prudential Assurance UK
Strong underwriting background
Medical and financial risk assessment knowledge
Life insurance operations experience
The role serves as a dedicated underwriting concierge for High Net Worth cases, guiding agents from pre-submission to policy approval
Job Summary
The role serves as a dedicated underwriting concierge for High Net Worth cases, guiding agents from pre-submission to policy approval.
Acting as the single point of contact, the Case Manager coordinates proactively with Underwriters to expedite complex assessments while safeguarding risk and compliance.
Prudential fosters a culture where diversity is celebrated and inclusion assured, supporting people's career ambitions to Connect, Grow, and Succeed.
Matching Summary
The role serves as a dedicated underwriting concierge for High Net Worth cases, guiding agents from pre-submission to policy approval.
Skills & Requirements
Must-have
Strong underwriting background
Medical and financial risk assessment knowledge
Life insurance operations experience
Complex case submission handling
Stakeholder management skills
Nice-to-have
Prior High Net Worth case management exposure
Ability to interpret underwriting guidelines
Detail-oriented documentation standards
Trusted relationship building with advisors
Key Requirements
Solid knowledge of medical and financial risk assessment
Experience handling complex or large-sum assured cases
Understanding of end-to-end case submission workflows