EB
Human Resources Consultant
Ethos BeathChapman
About the Role The client is seeking a proactive Policy Servicing Consultant to deliver exceptional post-sales support for High-Net-Worth (HNW) insurance clients. Key Accountabilities Manage end-to-end servicing of HNW insurance policies and respond to client, private banker, and insurer enquiries. Conduct annual policy reviews and identify upselling and cross-selling opportunities. Prepare client review packs, servicing reports, and policy documentation. Coordinate with trustees, private banks…