Senior Consultant, Advanced Underwriting

Senior Underwriting Consultant, Advanced Underwriting

The Senior Underwriting Consultant, Advanced Underwriting, works closely with PPI advisors in providing an advanced level of underwriting support in managing complex PPI qualifying new business cases.

Responsibilities

• Respond to queries from advisors and marketing staff regarding eligibility criteria, underwriting requirements, etc., providing consultation options and recommendations that address the needs of the client.
• Act as the initial point of underwriting expertise offered to advisors on submitted and preliminary Advanced Underwriting eligible cases and maintain overall responsibility for ongoing collaboration and communication with the advisor and insurance carrier, ensuring pre‑established turnaround timelines are met and related confirmation communication sent.
• Review all medical and/or financial requirements received with preliminary assessment, new applications o...