A client-focused role supporting high-net-worth insurance applications through precise case management, regulatory compliance, and close collaboration with sales teams.

• Manage new business insurance applications in accordance with HNW underwriting standards, internal SOPs, and regulatory requirements.
• Prepare, validate, and support high-value sales illustrations requested by sales consultants and business partners.
• Work closely with sales consultants to facilitate smooth preparation and end-to-end processing of HNW insurance applications.
• Provide accurate and timely updates on application progress to internal stakeholders and sales consultants.
• Maintain complete and accurate client, meeting, and case records within the CRM system.
• Ensure all new business documentation is submitted accurately and within stipulated timelines.
• Support team members with case management,...