Life Insurance Specialist, Executive Director

Key Responsibilities

• Provide independent advice on life insurance matters to private clients and, where relevant, corporate/organizational clients across France, Luxembourg, and Belgium.

• Gather and analyze client information to assess insurance needs and investment objectives, translating them into appropriate coverage recommendations.

• Use deep knowledge of insurers and their policies to identify solutions that best meet client needs, balancing features, service, and overall value.

• Lead complex case strategy and placement end-to-end (submission through underwriting, offer negotiation, policy issuance, and delivery).

• Negotiate specialized coverage terms and structures in complex cases, coordinating across internal stakeholders and external partners as appropriate.

• Develop and maintain strong relationships with professional counterparts in the insurance ecosystem (insurers, underwriters, and other specialists).

• Support renewals and changes to existing policies, ensuring ongoing suitability and a high-quality client experience.

• Assist clients with claims by guiding required documentation, liaising with insurers, and driving timely progression and clear communication.

• Manage associated administration, including written correspondence and reports, maintaining accurate records, attending meetings, and supporting premium/payment processing and related account administration as applicable.

• Ensure adherence to applicable local regulations and internal policies, with strong confidentiality and disciplined handling of sensitive client medical/financial information.

• Design and deliver the annual regulatory training sessions for the Front Office, ensuring completion tracking and alignment with applicable local requirements.

Required Qualifications

• Several years of experience in life insurance advisory/broking and complex case placement; HNW/UHNW client experience preferred.

• Proven ability to provide independent, needs-based advice and manage multiple stakeholders through end-to-end execution.

• Strong technical knowledge of life insurance products, underwriting dynamics, in-force servicing, renewals/changes, and claims processes.

• Demonstrated negotiation skills and ability to structure solutions in complex situations.

• Experience working effectively across France, Luxembourg, and Belgium (cross-border coordination experience strongly preferred).

• Strong communication skills, executive presence, and high attention to detail.

• Ability to meet/maintain all relevant local licensing or registration requirements for insurance advice/broking in the applicable jurisdictions.

• Languages: French and English required, German is an asset.