Case Manager
7 days ago
Private Insurance Brokerage
Raffles
Mon-Fri
9am-5.30pm
Up to $5k x 12
- 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
How to Apply:
Send your resume to Jocelyn Chan at jocelynchan@recruitexpress.com.sg or contact via Telegram @jocelynchan.
Jocelyn Chan | Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience)
Company EA Licence Number: 99C4599
Personnel EA License: R1331820
Tell employers what skills you have
Negotiation
Able To Multitask
Brokerage
Due Diligence
Illustration
Reinsurance
Interpersonal Skills
Healthcare
Annual Reviews
Employee Benefits
Risk Advisory
General Insurance
KYC
Health Insurance
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