about the company
Reputable High Net Worth (HNW) Insurance Broker
about the job
...
- Assist the Consultants in sales support work
- Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
- Attend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)
- Liaise with Bankers and clients for meetings, medical arrangements, new & ongoing application documentation and policy delivery
- Submission of application documentation to insurance companies
- Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
- Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence
about the manager/team
You will be working alongside experienced Case Managers
skills and experience required
- Degree holder in any discipline
- Good people / relationship skill with Clients, Bankers and Consultants
- Ability to multi-task and work under extreme deadlines
- Good functional and technical knowledge and skills to do the job at a high level of accomplishment
To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 9138 3356.
(EA: 94C3609/ R2091898)