case manager in Singapore

posted
contact
zhi ling kwek, randstad
job type
permanent
salary
S$ 5,000 - S$ 6,000 per month

job details

posted
location
singapore
specialism
insurance
job type
permanent
working hours
Full-Time
salary
S$ 5,000 - S$ 6,000 per month
experience
2 years
reference number
91M0153805_1616641505
contact
zhi ling kwek, randstad
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job description

about the company

Our client, one of the leading international life insurance broker globally and known for offering bespoke advisory and brokerage services to high net worth clients, affluent families.

about the job

In this position as a Case Manager, you will be required to assist the Sales Consultants in the preparation of sales illustrations and coordinate medical booking, medical transportation and preparation of documentations. You will work with the Consultants to obtain client’s financial documents and KYC requirements from referral bankers and attend client’s medical examinations in Sales Consultant’s absence.


Your responsibilities will also include case submission to different carriers and follow-up/negotiate with the insurers or underwriters, ensuring that the client's documentations are complete, aligned and satisfied with organization & carrier compliance and due diligence.

skills and experience required

  • 2+ years of relevant experience with a Life Broker or handled HNW products
  • Demonstrated ability to multi-task and work under extreme deadlines
  • Excellent interpersonal skill, highly organized and proactive in following up cases and also daily work
  • Effectively cope with change, can shift gears comfortably, able to handle uncertainty
  • Competent in Microsoft, excel and in preparing power-point presentation

If the above position interest you, kindly click on the appropriate link to apply for this role. Alternatively, please reach out to ZhiLing at 6517-1628 for confidential discussion.

EA: 94C3609/R132534

skills

case manager, case management, high net worth, HNW, HNW underwriter, sales consultant, life insurance broker, life broker, life insurance

qualification

associate diploma/degree

educational requirements

Bachelor Degree