Client Service Manager / Insurance

The successful candidate will manage a portfolio of private placement variable life insurance and annuity policies, managed companies held there under plus other long-term insurance programs.

Responsibilities:

• Liaison with clients and their advisors, associated service providers and affiliated offices
• New business procedures; dealing with all administrative and KYC/AML compliance aspects of the policy and company structures
• review and interpretation of quarterly policy statements/company financial statements
• Additionally, the successful candidate will serve as Deputy MLRO working alongside the appointed MLRO

Requirements:

• Experience in a legal, corporate or financial services environment is essential and experience in the insurance industry would be an asset
• Experience as an authorised signatory for banking purposes is essential
• A legal, STEP or insurance qualification plus a recognised compliance qualification is essential