About the role
FinEx AI summary
Deliver end-to-end high net worth case management for new insurance applications, ensuring compliance with underwriting and regulatory requirements within agreed service times. Process cases accurately and timely, maintain complete documentation, and work with stakeholders to support sales targets. Handle case enquiries from sales staff and brokers professionally.
Core skills
Case ManagementNew Business OperationsUnderwritingComplianceDocumentationStakeholder Management