*NEW* PERM Case Manager / Client Servicing (Insurance High Net Worth)

Recruit Express Pte Ltd| Date Posted: 21-Jul-2020
EA Licence No: 99C4599|EA Personal Registration No: R1986990
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Job Nature:
Position Level:
Experienced, Manager
Diploma, Bachelor's / Honours

Job Description

Jobs Responsibilities

  • Responsible for the case management of pre/post sale service transactions
  • Supports Operations to ensure a smooth, timely, and positive service experience for the Financial representatives and clients for new submissions and existing policies
  • Responsible for overseeing the end-to-end service aspects throughout the case lifecycle (pre- and post-sale)
  • 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.
  • Regular case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions
  • 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.
  • Facilitate the overall processes for post sales transaction
  • Coordinate with internal stakeholders to provide accurate and timely information

Job Requirements

  • Min. 2-3 years of relevant 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

Application Procedures
Interested candidates, please email your resume to:

Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[Click Here to Email Your Resume]
Recruit Express Pte Ltd (EA No. 99C4599)

Company Overview
Recruit Express Pte Ltd