Insurance Case Manager Professional

2 weeks ago


Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time
Job Overview
The role of an Insurance Case Manager at Good Job Creations (Singapore) Pte. Ltd. involves providing exceptional support to sales consultants in managing insurance applications from start to finish. As a key liaison with insurers, the incumbent will be responsible for ensuring seamless communication and efficient case processing.

About the Role
This is an exciting opportunity for a skilled and experienced case management professional to join our team and contribute to the success of our clients. The successful candidate will have a strong understanding of the insurance industry and excellent communication skills to effectively interact with stakeholders.

Key Responsibilities
  • Act as primary liaison with insurers and sales consultants to manage insurance applications.
  • 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 is obtained and filed in CRM.
  • Coordinate 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.
  • Competent in Microsoft Office Word, Excel, and PowerPoint.
  • Licensed in CMFAS Module 5, 9, 9A and HI would be an added advantage.

Tell Employers What Skills You Have
Sales
Microsoft Office
Microsoft Excel
Aftersales
Working With Clients
Wealth
Administration
PowerPoint
Underwriting
Excel
Team Player
Case Management
KYC
Able To Work Independently

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