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Job Summary A client-centric role overseeing high-net-worth insurance cases, ensuring accurate case management, regulatory compliance, and seamless collaboration with sales teams.
Responsibilities - Manage new business insurance applications in line with high-net-worth underwriting guidelines, internal SOPs, and regulatory standards.
- Prepare, review, and support high-value sales illustrations requested by sales consultants and business partners.
- Collaborate closely with sales consultants to ensure smooth preparation and end-to-end processing of HNW insurance applications.
- Provide timely and accurate updates on application status to internal stakeholders and sales consultants.
- Maintain complete and up-to-date client, meeting, and case records within the CRM system.
- Ensure all new business documentation is accurate and submitted within stipulated timelines.
- Support team ...