Description
We are seeking an Insurance Policy Analyst to join our team. The successful candidate will be responsible for conducting annual policy reviews and analysis of existing in-force policies with clients and their private bankers.
Key responsibilities include:
- Identifying upselling and cross-selling opportunities
- Preparing clients' annual review packs for servicing consultants
- Creating and populating various Excel worksheets on client information for client servicing and post-sales follow-ups
- Handling policy servicing requests from private banking partners, policy owners, and insurers
- Acting as a liaison between trustees, banks, and insurers on offshore structures holding high-net-worth insurance policies
- Managing client due diligence for in-force high-net-worth policies
- Coordinating FATCA, UK CDOT, and OECD CRS requirements for various insurers
- Identifying client's holding structure for compliance and AML regulations for KYC reporting
- Enhancing service quality for clients and private banking partners