About the company
A global wealth transfer, legacy planning, and liquidity solutions consultancy established in 1971. The firm specializes in serving High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, families, entrepreneurs, and corporate executives by helping them preserve, protect, and transfer wealth across generations.
Responsibilities
Handle post-sales service requests, including preparing and submitting forms to various insurance carriers, and liaising with insurers and underwriters for follow-ups and negotiations.
Collaborate with Consultants and clients to ensure timely and accurate fulfillment of post-sales requirements.
Keep Consultants and clients informed on the progress of post-sales requests and ensure all related meetings are properly recorded in the system.
Ensure all client documentation complies with standards and carrier requirements, maintaining completeness and alignment.
Work closely with the Team Leader and Sales Operations team to support daily operations.
Ensure timely preparation and completion of annual client reviews.
Develop customized PowerPoint presentations and policy comparisons for client meetings.
Requirements
Bachelor's degree in any discipline.
Strong interpersonal and relationship-building skills
Proven ability to manage multiple tasks and perform under tight deadlines.
Possesses solid functional and technical expertise to deliver high-quality results.
Excellent collaboration skills, working closely with consultants and team members to enhance service turnaround time and improve annual review completion rates.
Fresh graduate with relevant administrative and customer service experience are welcome