Senior Manager, HNW Case Management
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Job Location:
Monthly Salary:
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
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.
This role is responsible for end-to-end orchestration of high value complex and priority insurance cases ensuring superior client experience while maintaining strong underwriting medical financial and regulatory controls.This role acts as the single point of accountability across distribution underwriting medical providers reinsurers and internal stakeholders for HNW and UHNW cases.
Responsibilities
EndtoEnd Case Ownership
- Manage complex HNW / UHNW cases from submission through policy issuance.
- Act as the single point of contact for priority agents relationship managers and internal stakeholders.
- Proactively track milestones dependencies and turnaround times.
Underwriting & Risk Coordination
- Collaborate with internal and external stakeholders in underwriting reinsurances and medical providers.
- Ensure complete highquality case documentation before underwriting decisioning.
- Anticipate underwriting concerns and frontload information to reduce rework.
Stakeholder & Distributor Management
- Provide whiteglove service to toptier agents private bankers and relationship managers.
- Translate underwriting requirements into clear practical guidance for distributors.
- Manage expectations on timelines requirements and outcomes.
Complex Case Management
- Manage complex cases such as Jumbo sums assured Multilife structures Business succession / key person case Crossborder / residencycomplex cases
- Escalate appropriately to senior underwriting medical directors or governance forums.
Governance Risk & Compliance
- Ensure adherence to underwriting authority limit AML / KYC / financial justification requirement and local regulatory and conduct standards
- Maintain strong audit trails and documentation integrity.
- Ensure strict compliance with Bermuda Monetary Authority (BMA) Hong Kong Insurance Authority (IA) Monetary Authority of Singapore (MAS) AML/CFT FATCA/CRS and internal/group policies across jurisdictions wherever applied
Service Excellence & Continuous Improvement
- Monitor service KPIs for HNW cases (TAT rework dropoffs).
- Identify recurring friction points in the HNW journey.
- Contribute to process improvements automation opportunities and TOM evolution.
Requirements & Qualifications
- Degree in related discipline and 10 years experience in underwriting operations case management and new business operations with 4-5 years experience gained from HNW/complex segment.
- Prior exposure to HNW VIP jumbo or complex cases strongly preferred.
- Insurancerelated qualifications (e.g. LOMA ANZIIF equivalent) advantageous
- Prior experience in Bermuda-regulated (offshore) product and knowledge of Hong Kong-regulated and Singapore-regulated life products
- Strong understanding of life insurance underwriting principle medical & financial risk assessment and reinsurance workflows
- Experience managing large complex or nonstandard cases.
- Familiarity with underwriting systems case management tools and workflow platforms.
- Exceptional stakeholder management and communication skills.
- High attention to detail with strong followthrough.
- Ability to operate under pressure with senior highexpectation clients.
- Sound judgement and escalation discipline.
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:
Senior Manager
Key Skills
About Company
พรูเด็นเชียล ประกันชีวิต (ประเทศไทย) มุ่งมั่นที่จะช่วยให้คุณก้าวหน้าในชีวิต โดยเราให้ความใส่ใจอย่างเต็มที่เพื่อการบริการที่เป็นเลิศแก่คุณ ค้นหาวิธีที่เราจะสามารถช่วยเหลือคุณได้ที่นี่ ... View more
