Conduct preliminary interviews or meetings with sellers to help them understand their HNW customers’ health and financial circumstances and provide preliminary advise on underwriting requirements.
Assess and evaluate individual clients’ health and financial circumstances and using the information to research and develop potential solutions for underwriting requirements.
Act as primary liaison between underwriters and sellers to provide premier level services and facilitate/ coordinate the end-to-end new business and underwriting process for complicated/ high-value cases/ prestige medical cases....