Senior Officer/Officer, HNW Underwriting Administration, Life Operations
Core
Review and verify High Net Worth (HNW) life insurance submissions, coordinate case progression, and provide administrative support to underwriters to ensure efficient policy issuance.
Role type
Senior Operations Officer (Life Insurance Underwriting Administration)
Builds
HNW life insurance policies and case files for FWD Group customers
Domain
Insurance / Life Operations
Required skills
case management, document verification, stakeholder coordination, workflow monitoring, data entry, report preparation, process improvement, underwriting support, exception handling, Microsoft Office proficiency
Preferred skills
FLMI qualification, 2+ years life insurance operations experience, understanding of new business workflows, analytical problem-solving
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Review HNW submissions for completeness and quality; coordinate with Case Management teams on case status and resolution; monitor outstanding underwriting and compliance requirements; prepare case documentation for underwriters; maintain accurate system records and case tracking; provide backup support for savings applications; identify operational gaps and prepare management reports; liaise with stakeholders for process improvements.