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 Servicing