PERM Case Manager/Life Insurance Operations Executive (New Business/Policy Servicing, Up to $5,500)
Recruit Express Pte Ltd| Date Posted: 18-Apr-2021
EA Licence No: 99C4599|EA Personal Registration No: R1986990
Diploma, Bachelor's / Honours
- Regular case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions
- Provide close follow-up for cases that required Legal & Compliance teams review
- 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
- Consistently and accurately track incoming requests from internal and external stakeholders and ensure that the requests are answered promptly
- To Prepare monthly pipeline cases for reporting purpose and focus list for New Business & Underwriting team that are critical for policy issuance.
- Ensure proper filing and archival of all the documents received by the team
- Handle appeals and garner responses from the New Business, Underwriting & Policy Servicing team; ensure documents received are processed promptly
- Attend to queries relating to third party services and any other matters relating to policy issuance of servicing
- Conduct enhanced due diligence checks, AML verifications prior to policy issuance and ensure contracts are issued upon receipt of premiums and required original documents
- Follow up on outstanding requirements and any form of appeals pertaining to Operations matters
- Assist in onboarding of new banks
- Min. 3-5 years of relevant experience in life insurance
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)
Recruit Express Pte Ltd