- 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 changesKey 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
