Case Manager, HNW Underwriting
Case Manager, HNW Underwriting
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Job Description
Prudentials purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured for our people customers and partners. We provide a platform for our people to do their best work and make an impact to the business and we support our peoples career ambitions. We pledge to make Prudential a place where you can Connect Grow and Succeed.
As a High Net Worth (HNW) Case Manager within the Underwriting team you will be responsible for steering the smooth and timely progression of complex insurance applications for HNW clients. While reporting to a Team Leader Reporting to a Team Leader you will be responsible for managing your assigned channel ensuring each case is handled with accuracy responsiveness and care.This role requires strong organizational skills attention to detail and the ability to coordinate effectively with internal and external stakeholders. You will play an important role in maintaining service standards and operational efficiency in a fast-paced client-focused environment.
Job Description:
- Manage the end-to-end New Business journey ensuring timely and compliant execution while delivering a positive and seamless customer experience.
- Facilitate communication between underwriters sales teams intermediaries and operational units to maintain case momentum and provide timely updates.
- Liaise with medical service providers to ensure prompt delivery of required reports and documentation.
- Handle stakeholder interactions with professionalism tact and a client-centric approach.
- Provide proactive updates to advisers and intermediaries regarding the status of their clients applications.
- Maintain high service standards tailored to the expectations of HNW clients ensuring accuracy and responsiveness throughout the case lifecycle.
- Identify and escalate issues that may impact case progression while contributing to continuous process improvement initiatives.
Who we are looking for:
Competencies & Personal Traits
- Strong working knowledge of underwriting principles new business operations and relevant insurance laws and regulations.
- Proven conflict resolution and relationship management skills with the ability to engage diverse stakeholders effectively.
- Strong analytical abilities paired with excellent interpersonal and communication skills.
- Detail-oriented and meticulous with a commitment to accuracy and quality.
- Self-motivated and capable of working independently while also contributing effectively within a team environment.
- Demonstrates strong initiative a keen learning mindset and adaptability in a dynamic and evolving business landscape.
- Ability to manage multiple priorities and deadlines with agility and composure.
Working Experience:
- Minimum of 3 years of relevant working experience in insurance or financial services.
- Proficiency in MS Excel and Power BI for data tracking and reporting.
Professional Qualifications:
- Preferably with Insurance-related certifications (e.g. FLMI (LOMA) CMFAS Module 5 9 9A & Health Insurance).
Education:
- Professional insurance qualification (e.g. LOMA FLMI or equivalent).
- Bachelors degree in a relevant field.
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex race age ethnic origin educational social and cultural background marital status pregnancy and maternity religion or belief disability or part-time / fixed-term work or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Required Experience:
Manager
Employment Type
Full-Time
