Senior Manager, High Net Worth (hnw) Case Management

Prudential Assurance UK

Kuala Lumpur, Malaysia
On-site
High net worth (hnw) case management
Underwriting concierge for hnw cases
Liaison for medical and financial underwriting
Prudential Assurance UK is seeking a Senior Manager for High Net Worth Case Management in Kuala Lumpur, Malaysia. The role involves serving as a dedicated underwriting concierge for HNW cases, providing comprehensive support to agents from pre-submission to policy approval

Job Summary

  • The High Net Worth (HNW) Case Manager serves as the dedicated underwriting concierge for High Net Worth (HNW) cases, providing guidance and support to agents from pre-submission advisory to policy approval.
  • This role partners closely with agents to shape quality submissions upfront — anticipating medical and financial underwriting requirements, strengthening documentation readiness, and mitigating potential delays.
  • Acting as the single point of contact for all underwriting-related matters, the Case Manager coordinates proactively with Underwriting to expedite complex assessments while safeguarding risk and compliance standards.

Matching Summary

Match Score: 85

Prudential Assurance UK is seeking a Senior Manager for High Net Worth Case Management in Kuala Lumpur, Malaysia. The role involves serving as a dedicated underwriting concierge for HNW cases, providing comprehensive support to agents from pre-submission to policy approval.

Skills & Requirements

Must-have

  • High Net Worth (HNW) case management
  • Underwriting concierge for HNW cases
  • Liaison for medical and financial underwriting
  • Proactive coordination with Underwriting
  • Risk and compliance safeguarding

Nice-to-have

  • Elevate advisor confidence
  • Enhance client experience
  • Disciplined execution across cases

Key Requirements

  • Strong underwriting background
  • Knowledge of medical and financial risk assessment
  • Understanding of life insurance operations
  • Experience handling complex or large-sum assured cases
  • Ability to interpret underwriting guidelines
  • Strong stakeholder management skills
  • Detail-oriented with high standards

Work Rights

Not specified

Tailored Resume

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