Case Manager

Job Summary

Reporting to Head of New Business – Singapore, the incumbent acts as the primary liaison with insurers, Sales Consultant and Bankers in providing hands on end to end management of insurance applications.

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 (face to face with clientele)

•           Liaise with Bankers and clients for meetings, medical arrangements, 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 documentations 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 a day-to-day basis on new and existing policies

•           Prepare specific client’s power point presentation and product comparison for client’s meeting

Requirements

•           Degree holder in any discipline

•           Good people / relationship skill with Clients, Bankers and Consultants

•           Ability to multi-task and work under extreme deadlines

•           Good functional and technical knowledge and skills to do the job at a high level of accomplishment

•           Good interpersonal skill and working closely with Consultants and colleagues to improve inception ratio

•           Able to build appropriate rapport & use diplomacy and tact

•           Highly organized and proactive in following up cases and also daily work

•           Effectively cope with changes

•           Min 3-5 years of customer service and / or relationship management experience with HNW clients preferably in insurance or banking industry