Senior Officer, Bancassurance High Net Worth Case Management Specialist

1 week ago


Singapur, Singapore United Overseas Bank Full time
About the Role

The High Net Worth Case Manager will be responsible for overseeing the service aspects throughout the sales process cycle, ensuring a smooth, timely, and positive experience for Bancassurance Advisers and customers on the HNW sales application journey.

Key Responsibilities
  • End-to-End Case Management: Oversee the service aspects throughout the sales process cycle.
  • Pre-Sale: Assist the team to New Business & Underwriting, ensuring sales compliance by processing financial and medical documents, underwriting requirements, and other necessary documents.
  • Post-Sale: Assist the team to manage Distribution Partners, Policy Services, Client Services on in-force policy requests, including policy changes, in-force illustrations, claims, and other post-sales related transactions.
Requirements
  • Tertiary Education (Diploma/Degree from a recognized institution/university)
  • Minimum 3 years of insurance industry experience
  • Highly service-oriented and able to multi-task with excellent organization skills
  • Possess strong communication skills (verbal, written, and presentation)
  • Adaptable in a fast-paced and changing environment


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