Case Manager (HNW Insurance / New Business)

• Position : Case Manager (HNW Insurance / New Business)
• Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)  
• Working hours : Monday to Friday | 9am to 5.45pm (with 2 days WFH Per Month)
• Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18 to 25 days annual leaves + Medical Benefits
• Duration : Permanent
• Industry : Integrated Insurance Brokerage

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 protected]

***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Deputy Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684