Assistant Manager, High Net Worth Operations

Provide case management support for New Business and Policy Servicing requests, including collecting required information and documentation from clients/brokers and coordinating underwriting requirements.

Ensure efficient and effective case processing across policy issuance/renewal, client servicing, and claims-related administration, and undertake other duties as required.

Review servicing requests and applications with diverse insurance needs and client circumstances, ensuring clear, complete, and necessary information is provided.

Handle premium financing and policy assignment requests (e.g., pledging), ensuring all requirements are met, including affordability assessments and financial evidence requirements.

Work closely with Legal and Compliance on assignee bank onboarding; review and support timely approval of assignment templates.

Maintain service...