Executive, HNW Post-Sales
Core
Managing post-sales service transactions for high-net-worth (HNW) insurance policies to ensure smooth service for financial representatives and clients.
Role type
Senior operations executive (post-sales)
Builds
In-force policy services (changes, illustrations, claims, appeals) for HNW clients
Domain
Insurance / Financial Services
Deliverable
dashboards & analysis
Required skills
Post-sales transaction management, stakeholder liaison, process improvement, reporting, AML verification, training delivery
Preferred skills
Financial services knowledge, client-facing experience, banking onboarding
Responsibilities
Liaise with distribution partners and internal teams on HNW policy requests; Provide guidance for one-touch resolution; Track and address incoming requests; Maintain service-level reports; Conduct AML checks; Train internal stakeholders and partners; Review and improve work processes.
Seniority
Senior, hands-on IC