Permanent Insurance Case Manager
1 week ago
Jobs 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)
- 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
Application Procedures
Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
lynnmak@recruitexpress.com.sg
Recruit Express Pte Ltd (EA No. 99C4599)
We regret that only shortlisted candidates will be notified.
office insurance
Sales
Due Diligence
Illustration
Working With Clients
Administration
Annual Reviews
Compliance
Insurance Claims
Case Management
KYC
Insurance policy
Insurance
Able To Work Independently
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