Insurance Case Manager

3 weeks ago


Singapore A BETTER CO PTE. LTD. Full time

We are seeking an experienced Insurance Case Manager to join our team at A Better Co Pte. Ltd.

As a key member of our Sales Operations Team, you will act as the primary liaison with insurers and sales consultants in providing end-to-end management of insurance applications.

The estimated salary for this role is SGD 45,000 - 60,000 per annum, depending on experience.

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.

Tell Employers What Skills You Have:

  • post-sales support
  • CRM
  • Sales
  • Producing
  • Sales Support
  • Aftersales
  • Administration
  • Underwriting
  • Sales Operations
  • admin support
  • Case Management
  • KYC
  • Presales support


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