Executive, concierge case management

1 month ago

Singapore Manulife Insurance Malaysia Full time

Executive, Concierge Case Management The opportunity The incumbent will be responsible for the case management of pre/post sale service transactions. The Case Manager supports Operations to ensure a smooth, timely, and positive service experience for the financial representatives and clients on new and existing policies. Responsibilities End-to-End Case Management The Case Manager is responsible for overseeing the end-to-end service aspects throughout the case lifecycle (pre- and post-sale) Pre-sale:The Case Manager will mainly liaise with the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance. Responsible for ongoing and proactive status updates. Regular case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions. Be the first line of review for appeals and provide appropriate advice to our partners. Provide close follow-up for cases that required Legal & Compliance teams review. Post-sale:The Case Manager will mainly liaise with the Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions. Provides clear information on the necessary requirements to allow for one-touch resolution. Responsible for ongoing and proactive status updates. Facilitate the overall processes for post sales transaction. Coordinate with internal stakeholders to provide accurate and timely information. What we are looking for Diploma/Degree from any recognized institution/university. Minimum 5 years working experience. Minimum 3 years insurance industry experience. Highly service-oriented, organized, and able to multi-task. Strong communication skills (verbal, written and presentation). Understanding of financial services and the needs of sales professionals is an advantage. Candidates with front facing experience is an added advantage. Flexible and able to adapt in a fast-paced and changing environment. What can we offer you? A competitive salary and benefits packages. A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills. A focus on growing your career path with us. Flexible work policies and strong work-life balance. Professional development and leadership opportunities. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit . Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. Working Arrangement Hybrid #J-18808-Ljbffr

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