About the role
FinEx AI summary
Manages administration of underwriting cases, reviews underwriting letters, screens applications and consolidates information for underwriters' risk assessment. Responds to hotline and email enquiries, reconciles transactions and resolves discrepancies with clinics. Maintains accurate policy records and supports staff training.
Core skills
Underwriting SupportPolicy AdministrationEmployee BenefitsInsurance RegulationsNew Business AdministrationAnalytical Skills