Reporting to Director, Inforce Operations, the incumbent acts as the primary liaison with insurers, Consultant and Bankers in providing hands on end to end management of insurance servicing.
The role sits within the Group Commercial and Products team and will act as an internal product specialist and gatekeeper. The role will be responsible for supporting all the offices across the Group in ensuring all life insurance carriers and products approved are aligned with the company’s strategic direction and reflect company’s commitment to deliver premium wealth planning / liquidity solutions tailored to the clients’ needs.
The team works with insurance partners to obtain an in-depth knowledge of products available in the high net worth market in order to provide our businesses globally with relevant analysis and recommendations to optimize our market position with referral partners and clients. It also includes working closely with Sales, Marketing and Compliance to develop presentation materials, product campaigns and initiatives to support external engagement efforts.
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