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Jobs in Singapore   »   Jobs in Singapore   »   Finance / Banking / Insurance Job   »   Permanent Insurance Case Manager (High Net Worth) #BLM
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Permanent Insurance Case Manager (High Net Worth) #BLM

Recruit Express Pte Ltd

Recruit Express Pte Ltd company logo

Jobs Responsibilities

  • Assist the Consultants in sales support work
  • Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
  • Attend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)
  • Liaise with Bankers and clients for meetings, medical arrangement, new & ongoing application documentation and policy delivery.
  • Submission of application documentation to insurance companies
  • Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
  • Ensure client documentation are complete, aligned and satisfied with internal & insurance company compliance and due diligence.
  • Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters)
  • Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews
  • Work closely with Illustration and Inforce Team on day to day basis on new and existing policies
  • Prepare specific client’s power point presentation and product comparison for client’s meeting

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

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