Director of New Business & Client Services; Insurance Operations

The Director of New Business & Client Services serves as the operational leader responsible for the execution and performance of TPBC’s servicing-side operations. This role oversees the teams responsible for licensing and contracting, new business case management, and ongoing client services, ensuring that advisors and clients receive consistent, high-quality operational support throughout the lifecycle of a policy.

This role functions internally as the Head of the Global Servicing Department (GSD) and works under the Head of the Ideas Center, partnering closely with advisors, case managers, and operational teams to ensure cases move efficiently from submission through policy issuance and ongoing service.

The Director supervises the Contracting and Licensing Team, the New Business Team, and the Client Services Team, ensuring strong operational coordination across the firm.

This role oversees a growing operational team supporting advisors and clients across North America, Asia, and Europe, with responsibilities spanning licensing and contracting, new business case management, and ongoing client servicing.

This is a hands-on leadership role. While responsible for team leadership and operational oversight, the individual must also be comfortable stepping directly into case management, licensing coordination, contracting workflows, or client servicing when needed to ensure business continues moving forward and service standardsremainhigh.

This position is ideal for someone who enjoys building and improving operational systems, solving complex case challenges, and helping scale a growing global platform.

Do you wish to positively affect the lives of people around the world?

Become part of a different kind of organization – one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our vast network of financial organizations and specialists from around the world – our Ohana (family).

Our company – The Pacific Bridge Companies (TPBC) – reaches back to the 1930’s when our founding fathers abolished racially discriminatory underwriting practices in the life insurance industry of the United States.

Today,we’reall about making global financial navigation a reality by helping financial advisors guide their clients wherever in the world their lives may lead. Initially aiming our efforts at people and companies living multi-national lives between Asia and the United States, we are expanding to meet the quick and growing demand from other parts of the world with efforts now focused on spanning the globe.

If you believe in the importance of financial advice that flexes as oneventuresfrom one part of the world to another, you share in our hope.

Perhaps thisis where your talent may be of best use.

We’dlove to explore that with you –Let’stalk soon!

The Global Servicing Department supports advisors and clientsoperatingacross multiplejurisdictionsand insurance carriers. Key operational areas include:

• Life insurance new business processing
• Annuity case management
• Advisor licensing and contracting
• Global cross-border case coordination

The department works across multiple time zones and supports advisors serving international clients whose lives span multiple countries.

• Oversee the end-to-end new business process for life insurance and annuity cases from submission through policy issuance.
• Supervise the Contracting and Licensing Team, New Business Team, and Client Services Team, ensuring strong operational execution, accountability, and service standards.
• Manage and coordinate advisor licensing and carrier contracting processes, ensuring advisors are properly credentialed and able to conduct business.
• Oversee new business case management, including case submission, underwriting coordination, carrier follow-up, and policy issuance.
• Oversee client servicing operations, including ownership changes, beneficiary updates, policy changes, and other in-force service requests.
• Serve as the primary escalation point for complex cases,…