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Professional Case Manager
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Our organization is seeking a skilled professional to support our operations team in delivering exceptional service. The ideal candidate will have strong case management skills, excellent communication abilities, and the capacity to multitask in a fast-paced environment.
Key Responsibilities- End-to-End Case Management: oversee the entire service process from pre-sale to post-sale, ensuring a smooth and positive experience for clients.
- Pre-Sale: collaborate closely with business development managers and underwriting teams to gather required documents and information, providing proactive status updates throughout the process.
- High Net Worth Business: engage in regular case discussions with business partners to clarify underwriting requirements and decisions, provide advice, and follow up on cases requiring review.
- Post-Sale: liaise with distribution partners, product teams, and client services to resolve in-force policy requests, provide clear information, and maintain ongoing status updates.
- Reporting: track incoming requests, record inquiries, and maintain daily/weekly/monthly reports on outstanding issues, submissions, withdrawals, feedback, and adherence to service level agreements.
- Degree from a recognized institution or university
- Minimum 5 years of relevant work experience
- Minimum 3 years of insurance industry experience
- Excellent communication and organizational skills
- Ability to multitask and adapt to changing environments
This role offers a challenging and rewarding career opportunity with opportunities for growth and development.
OthersAdditional responsibilities may be assigned as needed.
