Advantage Insurance , through its operating subsidiaries, specializes in providing customized insurance services to high-net-worth individuals and business owners to serve their risk management and financial planning needs. Headquartered in Puerto Rico with office locations in the United States and Cayman Islands, Advantage has two primary linesof business: Life Insurance and Business Insurance. Advantage’s Life Insurance division issues private placement life insurance policies and annuities, and its Business Insurance division provides captive insurance management services.In addition, Advantage underwrites certain property and casualty insurance risks for its own account and on behalf of its captive insurance clients.

Insurance

Risk & Compliance

Advantage Insurance

Advantage Insurance's headquarters in San Juan, Puerto Rico

This department manages employee relations, recruitment, and organizational development.

Human Resources

The Accounting and Finance team at Advantage Insurance is responsible for managing the company's financial health. Their duties include bookkeeping, financial reporting, tax planning, and compliance. Additionally, they oversee budgeting and financial analysis to support strategic planning for both the Life Insurance and Business Insurance divisions. This team ensures accurate financial tracking and provides insights to drive the company's growth and stability.

Accounting and Finance

This department focuses on managing client relationships and ensuring their needs are met through effective communication and service delivery.

Account Management

The Client Services Team at Advantage Insurance is responsible for managing client relationships, ensuring seamless communication, and delivering customized service solutions to high-net-worth individuals and business owners. This team handles inquiries, resolves issues, coordinates policy adjustments, and supports clients in understanding and optimizing their insurance plans across both the Life Insurance and Business Insurance divisions. They work closely with internal departments to provide comprehensive risk management and financial planning assistance, ensuring client satisfaction and long-term retention.

Client Services Team

This department focuses on identifying growth opportunities and forging strategic partnerships to drive revenue.

Business Development

The Leadership Team at Advantage Insurance is responsible for setting the strategic direction of the company, overseeing its performance, and ensuring that both the Life Insurance and Business Insurance divisions achieve their financial and operational objectives. Comprising senior executives such as the Chief Financial Officer, Chief Executive Officer, and Executive Vice President, the team collaboratively makes high-level decisions to drive growth, manage risks, and enhance service offerings to high-net-worth individuals and business owners.

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People (3)

Jobs (0)

Other teams

Accounting and Finance

Account Management

Client Services Team

Business Development

Leadership Team

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People (3)

Jobs (0)

Other teams

Accounting and Finance

Account Management

Client Services Team

Business Development

Leadership Team

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