Description
Role & responsibilities
Analyze medical, personal and financial information to evaluate eligibility for applications submitted for Life and Critical Illness Insurance products
Assess and classify risk. Gather additional information, obtain medical tests or refer cases as required
Approve cases within authority limit. Submit cases exceeding limits to be co-signed
Where decisions are unfavorable for the client, try to negotiate a better decision from our reinsurers, in accordance with reinsurance treaties and internal rules
Liaise with business leaders and advisors delivering exceptional service and expertise
Communicate and explain decisions effectively to financial security advisors and/or clients physician as required
Respond to inquiries from financial advisors and general agents without revealing confidential content
Document decisions in underwriting system
Contribute to a positive environment through team work, and a spirit of innovation, continuous improvement and professional development
Maintain medical knowledge and stay current on underwriting approaches
Preferred candidate profile
Candidate working in Individual policies
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