Case Manager (HNW Underwriting)

Prudential’s 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 people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

As member of the High Net Worth (HNW) Underwriting team, you will provide dedicated and prioritized customer service to our HNW segment’s key stakeholders and our HNW clients by ensuring delivery of key service objectives through efficient and effective management of the New Business application.

• Work closely with the HNW Underwriters and other business units to ensure that applications are processed accurately and that all service level agreements are met
• Perform consistent engagement with the relevant stakeholders through the end to end New Business journey for positive and seamless customer journey
• Follow through on all aspects of the journey through documented follow-up cycle.
• Provide updates to advisers and intermediaries of their client’s application status
• Communicate with medical service providers to ensure that the reports are delivered promptly
• Ad-hoc process improvement projects
  
  
  

Who We Are Looking For

• Strong working knowledge of underwriting principles, new business processes, insurance laws and regulations.
• Conflict resolution and relationship management skills
• Excellent communication, interpersonal, critical thinking and problem-solving skills
• Customer-centric with ability to work under pressure
• Details oriented, meticulous
• Self-motivated, independent
• Strong initiative, keen learner
• Excellent MS Excel / Power BI skills
  
  
  

Working Experience

• At least 5 years of relevant working experience
• Professional insurance qualification
  
  
  

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.