Case Manager, Specialist

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About the Role

Liaison between sellers and underwriters, and managing the end-to-end underwriting process for complex or high-value cases. The role also includes assessing the HNW customers’ health and financial circumstance, reviewing applications, coordinating medical examinations and reports, negotiating with underwriters, and tracking case statuses. Additionally, the position supports sellers with onboarding processes for HNW clients and reporting, ensuring timely delivery of services and regular updates.

Conduct preliminary interviews or meetings with sellers to help them understand their HNW customers’ health and financial circumstances and provide preliminary advise on underwriting requirements.

Assess and evaluate individual clients’ health and financial circumstances and...