Manager, HNW Underwriting
Core
Manage daily operations for High Net Worth (HNW) underwriting, ensuring consistent and timely risk assessment for new applications.
Role type
Manager, HNW Underwriting
Builds
Insurance products and underwriting decisions for high-net-worth clients
Domain
Insurance (Life and Health)
Required skills
Financial underwriting, Medical underwriting, Customer due diligence, Anti-Money Laundering (AML) risk assessment, Underwriting workflow execution, Quality assurance
Preferred skills
HNW Underwriting authority (USD 5M-10M+), Degree holder, FALU or FLMI certification
Technologies
Underwriting manuals, Procedures
Responsibilities
Support HNW Underwriting daily operation, Perform financial and medical underwriting, Conduct customer due diligence and AML risk assessment, Handle agent enquiries to clarify underwriting decisions, Update underwriting manuals and procedures, Monitor underwriting services to meet service standards, Handle ad-hoc assignments
Seniority
Manager, hands-on IC