Job Summary

Reporting to Head of Sales Operations, the incumbent acts as the primary liaison with insurers and sales consultants in providing hands on end-to-end management of insurance applications.

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.
The primary responsibilities are not limited to those listed above. The employee is expected to follow instructions and perform other ad-hoc duties as required by the immediate supervisor from time to time, within the Sales Operations Department.

Requirements

Minimum 0-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry. Fresh graduates are welcome to apply.
Adapt to using different software to generate insurer's illustrations.
Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.
Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Good interpersonal skill with internal and external stakeholders.
Able to work with tight deadlines, producing efficient work in a multi-task environment
Highly organized and pro-active in following up cases and also daily work.
Meticulous, ability to be precise and accurate.
Effectively cope with changes, can shift gears comfortably, able to handle uncertainties.
Communicate effectively, both verbally and in writing
Competent in Microsoft Office Word, Excel and PowerPoint
Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
Proficient in English and Chinese (both written and spoken)

Case Manager