Assistant Manager, Case Management

1 week ago


Singapore JAC Recruitment Singapore Full time

Contract type:

Permanent

Location:

Singapore

Specialisation:

Banking & Financial Services / Insurance

Reference:

PR/093170

Contact details:

Liz Lum

Job published:

February 09, :20

Our client is the High-Net-Worth Insurance Brokerage firm.

JOB 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)
  • Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
  • Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence
  • Manage and bring all the cases under care into completion (includes followup/ 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 a day to day basis on new and existing policies
  • Prepare specific client's power point presentation and product comparison for client's meeting

REQUIREMENTS:

  • Min 35 years of customer service and / or relationship management experience with HNW clients preferably in insurance or banking industry
  • Degree holder in any discipline
  • Good people / relationship skill with Clients, Bankers and Consultants
  • Ability to multitask and work under extreme deadlines
  • Good functional and technical knowledge and skills to do the job at a high level of accomplishment
  • Good interpersonal skill and working closely with Consultants and colleagues to improve inception ratio
  • Able to build appropriate rapport & use diplomacy and tact
  • Highly organized and proactive in following up cases and also daily work
  • Effectively cope with changes

EA:
JAC Recruitment Pte. Ltd.

EA Licence: 90C3026

EA Personnel:
R1872520

EA Personnel Name:
Lum Yu Ru

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