about the company
Our client, one of the full-service brokers in Asia covering insurance, trust and family office advisory services to high net worth clients and affluent families.
about the job
In this position as a Case Manager, you will be expected to generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings and provide new business sales support and after-sales policy services support. You will be expected to follow internal processes and ensure proper documentation are obtained and filed in CRM.
Your responsibilities will also include case submission to different carriers and follow-up/negotiation 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 case management experience with HNW clients preferably in the insurance broking or life insurance industry
- Strong understanding of different underwriting requirements from the insurers to submit cases efficiently
- Demonstrated ability to multi-task and perform well under extreme deadlines
- Excellent communication and interpersonal skill
If the above position interest you, kindly click on the ‘apply now’.
...