Senior Officer, Bancassurance High Net Worth Case Management Specialist
1 week ago
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.
- 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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Singapur, Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Officer to join our Bancassurance High Net Worth Case Management team. As a key member of our team, you will be responsible for managing the case management journey of pre-sale and post-sale service transactions.Key ResponsibilitiesEnd-to-End Case Management: Oversee the service aspects...
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