Case Manager (HNW / New Business)
SEARCH PERSONNEL PRIVATE LIMITED
- Position : Case Manager (HNW / New Business)
- Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
- Working hours : Monday to Friday | 9am to 5.45pm (with 2 days Per Month)
- Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18-25 days annual leaves + Medical Benefits
- Duration : Permanent
- Industry : Chartered Accountant firm
Main Responsibilities
- Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.
- Provide new business sales support and after-sales policy services support for sales consultants.
- Follow internal processes and ensure proper documentation are obtained and filed in CRM
- Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s application forms.
- Handle new business case submissions to different insurers and work closely with sales consultants to policy inception.
- Handle monthly bank’s reporting.
- Handle inquiries from internal and external stakeholders and ensure they are answered promptly.
- Ad-hoc duties assigned, within the Sales Operations Department.
Requirements
- Minimum Diploma with at least 2-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry.
- Good interpersonal skill with internal and external stakeholders.
- Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.
Email to: ***email_hidden***
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