PBIL HNW Underwriter
Core
Assess medical, financial, and customer due diligence information to manage standard to moderately complex high net worth life insurance cases and support claims adjudication.
Role type
Senior IC life insurance underwriter (HNW)
Builds
Bermuda-based life insurance policies for high net worth clients
Domain
Life insurance, risk management, financial services
Required skills
Life underwriting principles, medical risk assessment, financial underwriting, source of wealth/funds analysis, reinsurer negotiation, compliance knowledge, multi-jurisdictional insurance experience
Preferred skills
HNW segment exposure, portfolio performance monitoring, non-standard hours flexibility
Technologies
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Responsibilities
Execute underwriting assessments within assigned authority limits, review medical evidence to determine outcomes, support claims adjudication activities, prepare portfolio performance reports, manage case workload to meet turnaround time standards, build trusted broker and client relationships
Seniority
Mid-Senior, hands-on IC