About the role
FinEx AI summary
Responsible for end-to-end orchestration of high-value, complex HNW and UHNW insurance cases from submission to policy issuance. Acts as single point of accountability across distribution, underwriting, medical providers, reinsurers, and internal stakeholders. Manages jumbo sums assured, multi-life structures, business succession, and cross-border cases.
Core skills
HNW case managementUHNW case managementunderwriting coordinationreinsurancemedical provider coordinationstakeholder management