Job Description
Accountabilities and Responsibilities
Client & Advisor Engagement
- Serve as the liaison for Private Advisors and Partner Banks delivering proactive responsive and personalized service.
- Facilitate client onboarding ensuring all documentation medicals and financials are in good order and aligned with regulatory and internal standards.
- Provide real-time updates and strategic support to advisors enabling them to focus on client acquisition and relationship.
Case Management & Policy Fulfillment
- Own the entire case lifecycle from submission to policy issuance coordinating with underwriting compliance and international operations.
- Track wire transfers and initiate premium deposit requisitions ensuring timely and accurate application of funds.
- Review and validate documentation for completeness and accuracy ensuring alignment with system data for audit readiness.
Post-Sale Servicin...
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