Top Tier Life Insurer - HNW Officer (Fresh Grad welcome)
Core
Operational and analytical support for High Net Worth (HNW) insurance business growth, managing premium financing processes, and coordinating complex case workflows.
Role type
Senior Officer/Officer - High Net Worth Business
Builds
HNW insurance policies, premium financing arrangements, and business performance reports
Domain
Insurance / Financial Services
Required skills
Business analytics, Power BI, Microsoft Excel (Pivot Tables, Lookup), case management, document processing, presentation design, life insurance product knowledge
Preferred skills
Familiarity with life insurance illustration systems, Source of Wealth/Funds verification
Technologies
Power BI, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Prepare business performance reports and executive dashboards; coordinate premium financing documentation with banking partners; manage end-to-end HNW case coordination and tracking; design training materials and marketing collaterals
Seniority
Mid-level (2-4 years experience), potential for permanent conversion