Case Manager, Specialist

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About the Role

Liaison between sellers and underwriters, and managing the end-to-end underwriting process for complex or high-value cases. The role also includes assessing the HNW customers health and financial circumstance, reviewing applications, coordinating medical examinations and reports, negotiating with underwriters, and tracking case statuses. Additionally, the position supports sellers with onboarding processes for HNW clients and reporting, ensuring timely delivery of services and regular updates.

• Conduct preliminary interviews or meetings with sellers to help them understand their HNW customers health and financial circumstances and provide preliminary advise on underwriting requirements.
• Assess and evaluate individual clients health and financial circumstances and using the information to research and develop potential solutions for underwriting requirements.
• Act as primary liaison between underwriters and sellers to provide premier level services and facilitate/ coordinate the end-to-end new business and underwriting process for complicated/ high-value cases/ prestige medical cases.
  • Review applications for accuracy/missing information and identify any medical concerns upon review of their medical records.
  • Work closely with sellers to gather the necessary medical and financial information to validate customer's insurability and amount of insurance.
  • Schedule medical examinations, order attending physician's statements and inspection reports, and communicate with medical service providers to ensure reports are delivered promptly.
  • Negotiate and follow-up with underwriters to obtain best possible underwriting.
  • Follow-up with sellers on any pending requirements and provide regular updates on their customer's application status.
• Close monitoring and tracking of pending cases and develop reports/dashboards providing weekly updates to management.

• Work closely with sellers on onboarding processes, including policy document delivery, enrolment to AIA+ application and introduction to AIA Vitality program.

Minimum Job Requirements

• Preferably with at least 10 years working experience in related fields and industry at management level, familiar with New Business, underwriting process.
• Customer Service oriented, positive attitude and good interpersonal skills
• Communication: Both spoken and written English and Bahasa Malaysia
• With self-initiative, ability in critical thinking, resourceful, able to work independently, and willingness to learn.
• Able to generate new insights, conceptualize and implement to achieve results. This includes the ability to think creatively with proven critical thinking capability.