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credit life manager


Amrit Consultancy Pvt Ltd


Location

Dehradun | India


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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