Case Manager

5 days ago


Singapore Recruit Avenue Full time

**Responsibilities**:

- Assist the sales team with sales development & client management and implementation in achieving their business objectives
- Familiar with insurance product/ services and banks' credit procedure or Insurer's due diligence procedure
- Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client's reimbursement
- Handle enquiries from internal and external customers
- Participate in internal & external continuous training/ learning programs
- Participate in general improvement of internal process

**Requirements**:

- Diploma/ Bachelor’s degree or equivalent with at least 3-4 years' experience preferably in a ARM role in the Private Bank / Mass Affluent space or Case Manager in the Insurer or Insurance Broker space.
- Proficient in Microsoft Office
- Performance driven and results focused
- A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.

EA License Number: 23C1935 | EA Personnel Number: R1551292


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