PERM Insurance Case Manager - HNW (Junior/Senior, $2,800 - $4,000)

Recruit Express Pte Ltd| Date Posted: 2-Jun-2021
EA Licence No: 99C4599|EA Personal Registration No: R1986990
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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Qualification:
Diploma, Bachelor's / Honours

Job Description

Job Responsibilities

  • Assist the Consultants in sales support work
  • Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
  • Attend client’s medical examinations or other client’s meetings in Consultant’s absence
  • Liaise with Bankers and clients for meetings, medical arrangement, new & ongoing application documentation and policy delivery.  
  • Submission of application documentation to insurance companies
  • Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
  • Ensure client documentation are complete, aligned and satisfied with internal & insurance company compliance and due diligence.
  • Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters)
  • Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews
  • Work closely with Illustration and Inforce Team on day to day basis on new and existing policies
  • Prepare specific client’s power point presentation and product comparison for client’s meeting

 

Job Requirements

  • Prior experience in insurance admin / as Personal Banker

 

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