New Business Executive

Your Role

• Facilitates from enquiry to enforcing of all potential and new applications for life insurance arising from all distribution channels.

• Conduct due diligence assessment and cross border checks on applications

• Issuance of medical memo upon request from all Distribution channels

• Check all forms and documents for completeness and correctness before sending case directly to Underwriter/Reinsurer

• Coordinate requirements and decisions from the Underwriter/Reinsurer/Compliance and communicate to intermediaries.

• Liaise directly with Intermediaries and coordinate requirements for the applications.

• Assist to answer enquiries from customers and intermediaries promptly.

• Provide service and assistance within expected turnaround times.

• Closely monitor the progress of applications submitted and keep records of all enquiries and applications.

• Prepare statistics on new business activities for weekly reporting.

• Have sufficient knowledge of products, processes and requirements.

• Gathers information and feedback from intermediaries in terms of underwriting and case processing to ensure competitiveness.

Your Profile

• Minimum Diploma holder, Degree holder is preferred.

• At least 2 years of working experience in a similar industry. Those with life insurance experience preferred.

• Able to communicate fluently and effectively in written and verbal communication

• Computer literate with proficient in MS Office applications

• Proactive with a willingness to master all internal systems

• Meticulous and able to ensure accuracy in the information provided to intermediaries and clients

• An independent and responsible team player with the initiative to constantly provide inputs to improve operational effectiveness

• Pleasant and outgoing disposition, with good attitude and commitment who is able to comply with internal procedures

• Excellent customer service skills with an ability to understand customer needs when making decisions