Case Manager (Insurance Industry)

[Job Order : 961374]

Responsibilities:

The incumbent acts as the primary liaison with insurers and sales consultants in providing hands on end-to-end management of insurance applications.

• 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.
• Any other ad hoc duties assigned.

Requirements:

• Min 2-3 years of case management experience with HNW clients, preferably in the insurance broking or insurance industry.
• Adapt to using different software to generate insurer’s illustrations.
• Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.
• Competent in Microsoft Office Word, Excel and PowerPoint
• Licensed in CMFAS Module 5, 9, 9A and HI would be an added advantage.

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EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771