About the role
FinEx AI summary
Supports HNW life underwriting administration by reviewing new submissions for completeness, running quality checks and allocating cases. Coordinates with case management teams and stakeholders on case status, follow-ups and issue resolution, escalating aged cases. Maintains accurate underwriting records and assembles documentation to support timely underwriting decisions.
Core skills
Underwriting AdministrationHigh Net Worth (HNW) Case ManagementCase CoordinationDocumentation ReviewWorkflow TrackingCompliance