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
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Job Nature:
Permanent
Position Level:
Experienced
Qualification:
Diploma, Bachelor's / Honours

Job Description

Jobs Responsibilities

  • 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

 

Job Requirements

  • Min. 3-5 years of relevant experience in life insurance

 

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