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• Oversee end-to-end case management for insurance applications and ongoing policy servicing
• Manage daily operational workflows, turnaround times, and service quality standards
• Collaborate closely with consultants and internal and external stakeholders to resolve complex cases
• Drive process improvement initiatives to enhance operational efficiency and client experience
• Provide guidance, support, and mentorship to junior team members
• Ensure accurate documentation, regulatory compliance, and adherence to internal policies

• Proven experience in client management, relationship building, and delivering high-quality service within the high-net-worth (HNW) segment
• Strong understanding of life insurance products and insurance brokerage operational processes, particularly for HNW clients
• Excellent organizati...