Job Description
- 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
Job Requirements
- About 2-5 years of relevant work experience
- Minimum Diploma or Degree & above
Qualified candidates may submit a copy of detailed resume in MS Word Format to [email protected]
Charissa Ong Zimin (R1104659)
Email address: [email protected]
Recruit Express Pte Ltd
EA License No.: 99C4599
