Case Manager, HNW Insurance and Wealth Solutions
Core
Oversee end-to-end administration of life insurance applications for High-Net-Worth and Ultra-High-Net-Worth clients.
Role type
Case Manager (Life Insurance & Wealth Solutions)
Builds
Life insurance policies and wealth planning solutions for HNW/UHNW clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Case management, application coordination, medical examination scheduling, document review, regulatory compliance, status reporting, policy record maintenance
Preferred skills
Prior experience in case management, new business operations, or policy administration
Technologies
None stated
Responsibilities
Provide administrative support to Sales Consultants; Coordinate insurance applications with internal and external stakeholders; Arrange medical examinations and handle reimbursements; Review application documents for accuracy and compliance; Monitor pending applications and maintain case records; Prepare case status reports and maintain in-force policy records