Life admin - Life claims
Core
Provide business and operational support to the High Net Worth (HNW) team, focusing on business analytics, training support, premium financing administration, and case management assistance.
Role type
Senior Officer, HNW Business
Builds
Management dashboards, training materials, and premium financing documentation
Domain
Insurance (High Net Worth segment)
Deliverable
dashboards & analysis
Required skills
Business analytics, data analysis, report generation, document management, case coordination, presentation development, policy illustration
Preferred skills
Experience in reporting, data analysis, administration, or training support
Technologies
Power BI, Excel
Responsibilities
Prepare business performance reports and management dashboards; Develop and enhance professional presentation materials and training decks; Coordinate and manage document exchange with premium financing banks; Generate policy illustrations and benefit proposals; Assist in pre-case assessment and case coordination
Seniority
Senior, hands-on IC