Job Summary A client-focused role supporting high-net-worth insurance applications through precise case management, regulatory compliance, and close collaboration with sales teams.
Responsibilities - Manage new business insurance applications in accordance with HNW underwriting standards, internal SOPs, and regulatory requirements.
- Prepare, validate, and support high-value sales illustrations requested by sales consultants and business partners.
- Work closely with sales consultants to facilitate smooth preparation and end-to-end processing of HNW insurance applications.
- Provide accurate and timely updates on application progress to internal stakeholders and sales consultants.
- Maintain complete and accurate client, meeting, and case records within the CRM system.
- Ensure all new business documentation is submitted accurately and within stipulated timelines.
- Support team members with case management,...