Found Description
This role is to establish and lead the operational foundation for the Variable Universal Life (VUL) product. The role will be responsible for building core processes, documentation standard, and maintain good external partnerships. As the primary subject matter expert for VUL operations, the individual will work closely with private banks, custodians, business partner, and internal teams to ensure a seamless end to end policy lifecycle. Responsibilities
- Oversee the full VUL lifecycle from application submission to policy issuance, including custodian account setup and premium funding coordination.
- Resolve operational issues and ensure timely completion of all lifecycle tasks.
- Establish documentation standards and risk management practices for VUL administration.
- Build and maintain strong relationships with private banks, custodians, and business partners.
- Act as the VUL SME supporting brokers, financial advisory firms, and...