This role acts as a key liaison between the company, clients, and investment managers to ensure smooth onboarding and ongoing service delivery.

With decades of industry experience, our client is a recognised leader in delivering credible and effective insurance-based solutions to an international client base. They specialise in private placement insurance structures and are known for their expertise, integrity, and professionalism. Supported by a trusted network of legal, accounting, and insurance professionals, their administration team ensures accurate reporting and responsive service, maintaining a strong reputation for reliability and excellence.

Job Overview:

The Client Services & Policy Lead is responsible for overseeing all administrative processes related to PPLI policies (including VUL, FCV, ZCV, and DVA). This role manages the full Client Services team and acts as a key liaison between the company and clients/representatives or their investment managers to ensure seamless onboarding and continuous service delivery.

Key Responsibilities:

• Lead the end-to-end servicing and administration of PPLI policies, ensuring high standards of accuracy, compliance, and client satisfaction.
• Serve as the primary point of contact for clients, investment managers, and introducers, managing onboarding, account administration, and ongoing relationship support.
• Supervise and mentor the Policy Administration team, providing quality assurance on all deliverables, including onboarding documentation, account setup, and policy updates.
• Oversee and review quarterly valuations, client communications, and administrative reporting across the policy lifecycle.
• Coordinate with Compliance to ensure timely collection and verification of KYC/AML documentation, and support risk approval processes.
• Ensure documentation standards and internal records (e.g. policy data, structure charts, bank account details) are maintained and accurately uploaded to relevant systems.
• Manage and review the client billing and introducer/agent commission processes, collaborating with the Finance team on reconciliation and tracking.
• Monitor key performance indicators (KPIs) for client service delivery and identify opportunities for process improvement and efficiency.
• Provide regular reports to senior management on client service trends, policy administration metrics, and outstanding operational matters.

Education: Bachelor's degree in Finance, Business Administration, Insurance, or a related field. A professional qualification (e.g., LOMA, FLMI) is a plus.

Experience: 5–8 years in client services or policy administration in insurance, wealth management, or private banking,preferably with experience in PPLI or HNWI servicing.