Senior Associate, PPLI Support

Job Summary

To support the Retail Solutions business, the remote Senior Associate, PPLI Support will manage the end-to-end administration of Private Placement Life Insurance (PPLI) new business and case management activities, ensuring compliance and accuracy while serving as a key contact for various stakeholders.

Key responsibilities

• Own the end-to-end PPLI new business process, including forms management, policy issuance, and delivery
• Serve as a primary point of contact for PPLI Sales, Underwriting, Product, and specialty brokers, providing guidance on case requirements and status
• Collaborate with Underwriting and Product teams to support case approvals, policy issuance, and regulatory updates

Required qualifications

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1+ years in Life Insurance or new business/case management directly related to the role's responsibilities
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with regulatory compliance and forms management in insurance
• Ability to identify operational risks and contribute to process improvements