credit life manager
Posted on :
06-02-2024
Employer Active
1 Vacancy
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Job Description
Analyze medical personal and financial information to evaluate eligibility for applications submitted for
Life and Critical Illness Insurance.
2. Assess and classify risk. Gather information obtain medical tests or refer cases as required.
3. Approve cases within authority limit. Submit cases exceeding limits to be cosigned.
4. When decisions are not what the client would want try to negotiate a better outcome with our reinsurers
(in accordance with reinsurance treaties and internal rules).
5. Liaise with business leaders and advisors while delivering exceptional service and expertise.
6. Communicate and explain decisions effectively to financial security advisors and/or clients physicians
as needed.
7. Respond to inquiries from financial advisors and general agents.
8. Document decisions in underwriting system.
9. Contribute to a positive team environment through a spirit of innovation continuous improvement and
professional development.
10. Maintain medical knowledge and stay current on underwriting practices.
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Employment Type
Full Time
Key Skills
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