Business Conservation Strategy & Direction
• Develop and execute the enterprise business conservation strategy aligned with Distribution, persistency, and customer experience objectives.
• Define multi-year conservation roadmaps covering orphan management, at-risk client engagement, reinstatement, and reselling opportunities.
• Establish success metrics and targets
Conservation Operations & Execution
• Oversee day-to-day execution of conservation activities including orphan outreach, premium reminders, lapse prevention, reinstatement, and proactive client engagement.
• Ensure operational excellence through standardized processes, clear ownership, and performance discipline.
• Continuously optimize workflows using insights from operations, data trends, and client feedback.
Cross-Functional Business Partnership
• Partner with Distribution to support advisor-less and head-office-led client engagement models.
• Collaborate with Operations to integrate conservation processes into core workflows.
• Work with Technology to ensure access to systems, tools, and data required by the team.
• Align with Marketing/CX to design direct-to-client journeys and communication strategies.
• Coordinate with Finance to manage costs and deliver net-zero or value-accretive expense outcomes.