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VP, High Net Worth Policy Servicing- 1 Year Contract Role
A leading life insurance provider is looking for an experienced policy servicing professional to join their High Net Worth team. This is a great opportunity to support a premium client base and work closely with distribution partners across multiple channels.
What you'll be doing
You'll be the point of contact for distributor enquiries, responding promptly and making sure the information you provide is clear and accurate. You'll process policy change requests within agreed turnaround times while keeping everything in line with internal and regulatory standards.
A key part of the role involves reviewing and managing legal documentation for policies assigned to banks as collateral, as well as assignments to trust institutions and entities. You'll also prepare and issue CSV month-end statements for distributors and banks and keep Standard Operating Procedures up to date as processes evolve. From time to time you'll take on ad-hoc projects and support the wider business with product launches and system enhancements.
What we're looking for
If this sounds like you, we'd love to hear from you.
Job ID: 149281517
Skills:
derivatives products, problem-solving skills, Database Applications, Microsoft Office Suite, counterparty credit risk management
Skills:
Excel, risk management, credit approval, Credit Analysis, lending principles, credit risk management systems, financial statement analysis, Microsoft Office Suite, Regulatory Requirements, credit products, credit best practices
Skills:
Excel, credit approval, risk management, Credit Analysis, lending principles, credit risk management systems, financial statement analysis, Microsoft Office Suite, credit products, Regulatory Requirements, credit best practices
Skills:
Life Policy Administration Systems, imaging systems, Workflow Management Systems, Policy servicing processes, Regulatory Requirements
Skills:
Excel, Microsoft Office, Powerpoint, Word
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