Case Manager, HNW Brokerage
2 days ago
Under the Sales Operations Team, the incumbent acts as the primary liaison with insurers and sales consultants in providing hands on end-to-end manage..
Under the Sales Operations Team, the incumbent acts as the primary liaison with insurers and sales consultants in providing hands on end-to-end management of insurance applications.
Job Responsibilities:
- Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.
- Provide new business sales support and after-sales policy services support for sales consultants.
- Follow internal processes and ensure proper documentation are obtained and filed in CRM
- Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s application forms.
- Handle new business case submissions to different insurers and work closely with sales consultants to policy inception.
- Handle monthly bank’s reporting.
- Handle inquiries from internal and external stakeholders and ensure they are answered promptly.
Requirements:
- Minimum 2-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry.
- Adapt to using different software to generate insurer’s illustrations.
- Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.
- Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
- Good interpersonal skill with internal and external stakeholders.
- Able to work with tight deadlines, producing efficient work in a multi-task environment
A Better Co Pte. Ltd | 24C2350 | Jerlin Aw Bi Zhi (R1218675)
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