Job Responsibilities:
Perform case manager's role in the high net worth space which includes:
1. Prepare policy illustration and client presentation materials for insurance specialist (English, Simplified/Traditional Chinese)
2. Supporting Insurance Specialist in ensuring a smooth process for case inception (arranging client medicals, supporting document submission to insurer, payment advice)
3. Prepare policy review packs (request from insurer the current surrender value, in-force and original policy illustration)
4. Arrange courier services
5. Provide cross support to Wealth Planning trust admin matters where required
Requirements:
- At least 4 years of relevant experience in the Insurance industry
- Proficiency in English, Simplified Chinese, and Traditional Chinese for preparing policy illustrations and client presentations.
- Strong organizational skills to support Insurance Specialists in facilitating a smooth process for case inception, including arranging client medicals, submitting supporting documents to insurers, and providing payment advice.
- Ability to prepare policy review packs, including requesting current surrender values, in-force details, and original policy illustrations from insurers.
- Experience in coordinating courier services to ensure timely delivery of documents and materials.
- Flexibility to provide cross-support in Wealth Planning trust administrative matters when needed.
- Attention to detail and accuracy in all documentation and communication with clients and insurers.
- Excellent communication and interpersonal skills to effectively liaise with clients, insurers, and internal stakeholders.
- Familiarity with insurance policies, regulations, and procedures is advantageous.
- Strong problem-solving abilities and the ability to handle multiple tasks concurrently in a fast-paced environment.
- Commitment to maintaining confidentiality and professionalism in handling sensitive client information.
- 1 Year Contract
EA License No. 01C4394 • RCB No. 200007268E •EA Registration No. R22109454 Malcolm Lee Jun Hao
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