Our client is hiring a Policy Administrator to manage the full lifecycle of PPLI policies, including onboarding, updates, and data cleanup, ensuring all policies are accurate, compliant, and ready for client 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.

Overview:

Policy Administrators handle the full lifecycle administration of PPLI policies and structures. This includes onboarding, ongoing updates, and data cleanup, ensuring each policy is compliant, accurate, and client-ready.

Key Responsibilities:

• Administer end-to-end processes for PPLI policies, including setup, ongoing updates, and closures.
• Coordinate with banks, trustees, and external partners to support account openings and policy structuring.
• Prepare, process, and maintain accurate policy documentation including valuation reports, investment mandates, and regulatory forms (FATCA/CRS, W8/W9).
• Support compliance with AML/KYC requirements by collecting and verifying documentation for all policy parties and conducting identity/risk checks using approved tools.
• Manage data integrity by reviewing legacy files and updating internal systems to ensure accurate and complete records.
• Liaise with the Compliance and Finance teams to ensure smooth onboarding, regulatory compliance, and financial processing.
• Prepare and issue client billing statements and introducer/agent commission reports, ensuring timely distribution and coordination with Finance on tracking and reconciliation.

Education: Bachelor’s degree or diploma in Insurance, Finance, or Business. Professional

certification (e.g., ALMI, ACS) is an asset.

Experience: 2–4 years in policy administration, insurance operations, or financial services. Exposure to structured insurance or private wealth is advantageous.

Key Skills:

• Accuracy in data entry and documentation.
• Working knowledge of client onboarding processes and AML/KYC standards.
• Familiarity with international life insurance structures or asset-linked policies, would be an asset.
• Organized, with strong follow-up and task management.
• Team-oriented and comfortable working in a process-intensive environment