Senior Underwriting Consultant, Advanced Underwriting

The Senior Underwriting Consultant, Advanced Underwriting, works closely with PPI advisors to provide advanced-level underwriting support for complex new business cases. The consultant proactively manages all aspects of new business cases, from preliminary advanced underwriting files to final underwriting approval, and handles any related policy changes.

Responsibilities

• Respond to queries from advisors and marketing staff regarding eligibility criteria, underwriting requirements, and provide consultation options and recommendations.
• Act as the initial point of underwriting expertise for submitted and preliminary Advanced Underwriting eligible cases, maintaining overall responsibility for collaboration and communication with advisors and insurance carriers, ensuring pre-established turnaround timelines are met.
• Review all medical and/or financial requirements received, including ...