PPLI Client Experience Specialist

To support the Retail Solutions business, the remote PPLI Client Experience Specialist will manage the end-to-end administration of Private Placement Life Insurance (PPLI) policies, including new business and case management, policy issuance, and post-issue transactions while serving as a key point of contact for stakeholders. Key responsibilities Own the complete PPLI policy life cycle, ensuring accurate and compliant new business submissions and managing post-issue transactions Provide proactive guidance to PPLI Sales, Underwriting, and other partners on case requirements, status updates, and next steps Identify operational risks and process improvement opportunities while maintaining PPLI forms and coordinating regulatory updates Required qualifications 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 1+ years of experience in a client-, broker-, or partner-facing role in a service, operations, or case management environment Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Interest in process and continuous improvement, with the ability to define workflows and document procedures Ability to learn complex life insurance products and related investment options quickly