Insurance Brokerage Case Manager
2 weeks ago
Our client is Asia leading financial services firm specializing in serving high-net-worth clients. They pride ourselves on their commitment to excellence, integrity, and providing personalized solutions. Join them dynamic team and contribute to their continued success.
The Role:
Case Manager New Business to play a critical role in supporting the sales consultants and ensuring the seamless processing of complex insurance applications for their high-net-worth clientele. You will be the central point of contact for managing new business applications, ensuring accuracy, efficiency, and adherence to regulatory standards.
- Streamline Application Process: Expertly navigate and manage the entire new business application process, ensuring strict adherence to Standard Operating Procedures, process flows, and underwriting requirements.
- Accurate Sales Illustrations: Prepare and deliver precise sales illustrations to business partners and sales consultants, ensuring clarity and compliance.
- Proactive Case Management: Maintain consistent and proactive communication with sales consultants to facilitate the efficient preparation and management of insurance applications.
- Timely Communication: Provide professional and timely updates on application status to team members and sales consultants, ensuring transparency and managing expectations.
- CRM Data Integrity: Accurately and promptly input client, meeting, and case file information into the CRM system, maintaining data integrity and accuracy.
- Document Submission Excellence: Ensure accurate and timely submission of all new business documents, adhering to strict deadlines.
- Collaborative Support: Provide comprehensive support to team members with sales illustrations, case management, medical requirements, and presentations.
- Regulatory Compliance: Ensure full compliance with the group internal policies and procedures, as well as MAS regulatory requirements.
- Financial Liaison: Effectively liaise between the New Business and Finance teams regarding paid reports and other business and financial reports.
- Adaptable Support: Perform ad-hoc tasks as assigned by Management, demonstrating flexibility and a proactive approach.
Requirements:
- Education: Bachelors degree in Business, Finance, Insurance, or a related field.
- Experience: Minimum 5 years of proven experience in policy administration within an insurance brokerage or financial services environment.
- HNW Expertise (Preferred): Prior experience handling high-net-worth clients and complex insurance cases is a significant advantage.
- Insurance Knowledge: Comprehensive understanding of insurance products, policy servicing processes, and compliance regulations.
- Communication & Relationship Skills: Exceptional relationship development, communication, and presentation skills.
- Time Management & Multitasking: Demonstrated ability to thrive in a fast-paced, deadline-driven environment, effectively managing multiple tasks.
- MUST have experience in same role dealing with Mandarin-speaking clients and business partners in China
- CRM Experience: A strong understanding of CRM systems.
Interested, email CV to: jennifert@gemini.sg
Gemini Personnel Pte Ltd
EA License number: 23s2015 | EA Registration number: R24120181
Tell employers what skills you haveCRM
High Net Worth Individuals
Brokerage
Regulatory Compliance
Reinsurance
Transparency
Underwriting
Compliance
Employee Benefits
General Insurance
Time Management
Presentation Skills
Regulatory Requirements
Case Management
Proactive Communication
Financial Services
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