Job Responsibilities:
- Liaise with the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance.
- Responsible for ongoing and proactive status updates.
- Regular case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions
- Be the first line of review for appeals and provide appropriate advice to our partners
- Provide close follow-up for cases that required Legal & Compliance teams review
- Liaise with the Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions.
- Provides clear information on the necessary requirements to allow for one-touch resolution. Responsible for ongoing and proactive status updates.
- Facilitate the overall processes for post sales transaction
- Coordinate with internal stakeholders to provide accurate and timely information
Requirements:
- Minimum 2 years of Life Insurance customer service / case management experience
- Well spoken and written
Kindly apply online or send your CV to [email protected]
