Case Manager, Consultant
AIA(4 months ago)
About this role
Manager-level role acting as the primary liaison between sellers and underwriters, responsible for managing the end-to-end underwriting process for complex or high-value HNW cases. The role assesses clients’ health and financial circumstances, supports seller onboarding, and provides regular case tracking and reporting to management.
Required Skills
- Underwriting
- Liaison
- Case Management
- Client Assessment
- Medical Coordination
- Negotiation
- Reporting
- Onboarding
- Communication
- Critical Thinking
+1 more
About AIA
aia.comAIA provides insurance solutions to both individuals and businesses. Find out more about our services and latest updates.
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