Description:
Job Description: Serve as the primary point of contact for high-net-worth clients regarding their life and health insurance policies Manage all aspects of policy servicing including updates, renewals, endorsements, claims follow-up, and documentation Liaise with insurers, clients, relationship managers, and internal departments to ensure timely and accurate servicing Maintain and update client records in internal systems with high attention to detail Monitor policy lapses, premium due dates, and ensure timely …