Job Order:572341
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 inquiries from internal and external stakeholders and ensure they are answered promptly.
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.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
