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  • (assistant) policy servicing manager - high net worth

    • permanent
    Key responsibilities:Process Management: Oversee and manage end-to-end policy servicing workflows involving multiple insurance carriers.Reporting & Analysis: Execute quarterly cash value updates and meticulously prepare annual policy review documentation and packages.Stakeholder Support: Deliver accurate, prompt, and professional assistance to internal consultants, policyholders (clients), and external banking partners.Maintain accurate records of changes
    posted 4 december 2025
    Key responsibilities:Process Management: Oversee and manage end-to-end policy servicing workflows involving multiple insurance carriers.Reporting & Analysis: Execute quarterly cash value updates and meticulously prepare annual policy review documentation and packages.Stakeholder Support: Deliver accurate, prompt, and professional assistance to internal consultants, policyholders (clients), and external banking partners.Maintain accurate records of changes
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