
Insurance Policy Specialist
5 days ago
Job Title: Insurance Policy Specialist
Job Description:
The successful candidate will be responsible for generating highlights, quotes, and insurer’s illustrations for sales consultants’ meetings. They will also provide new business sales support and after-sales policy services to sales consultants. Additionally, they will follow internal processes and ensure proper documentation is obtained and filed in the CRM system.
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.
- 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.
Benefits:
This role offers a competitive salary, variable bonus days, annual leaves, and medical benefits. It is a permanent position within an integrated insurance/broking/financial planning industry.
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