Executive, Concierge
Core
Manage end-to-end pre- and post-sale service transactions for financial representatives and clients, ensuring smooth policy issuance and inforce policy requests.
Role type
Senior operations case manager (insurance)
Builds
Policy issuance workflows and inforce policy service transactions for High Net Worth (HNW) clients
Domain
Financial services / Insurance
Required skills
Case lifecycle management, document screening and archival, appeals handling, AML verification, enhanced due diligence, operations process improvement, stakeholder coordination, reporting and SLA tracking
Preferred skills
Financial services domain knowledge, front-facing experience, training delivery
Technologies
AWD
Responsibilities
Liaise with underwriting, legal, and claims teams to gather required documents; review and process appeals; track and report on outstanding issues and SLA adherence; conduct AML checks and enhanced due diligence; coordinate policy issuance and inforce transactions; train internal stakeholders and partners.
Seniority
Senior, hands-on IC
