*NEW* PERM Case Manager / Client Servicing (Insurance High Net Worth)

Recruit Express Pte Ltd

*NEW* PERM Case Manager / Client Servicing (Insurance High Net Worth)

Recruit Express Pte Ltd


Job Nature: Permanent

Position Level: Experienced, Manager

Job Category: Customer Service, Sales Support/Coordination, Gen Insurance/Underwriting/Claims

Qualification: Bachelor's / Honours

Salary: Login to view


Jobs Responsibilities

  • Responsible for the case management of pre/post sale service transactions
  • Supports Operations to ensure a smooth, timely, and positive service experience for the Financial representatives and clients for new submissions and existing policies
  • Responsible for overseeing the end-to-end service aspects throughout the case lifecycle (pre- and post-sale)
  • Mainly liaise with the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance.
  • Regular case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions
  • Mainly liaise with the Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions.
  • Facilitate the overall processes for post sales transaction
  • Coordinate with internal stakeholders to provide accurate and timely information


Job Requirements

  • Min. 2-3 years of relevant experience
  • Highly service-oriented, organized, and able to multi-task
  • Strong communication skills (verbal, written and presentation)
  • Understanding of financial services and the needs of sales professionals is an advantage


Application Procedures
Interested candidates, please email your resume to:

Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[Click Here to Email Your Resume]
Recruit Express Pte Ltd (EA No. 99C4599)

Company Overview

 
Singapore’s Largest & Most Preferred Recruitment Company!
As a premier leading recruitment consultancy in Singapore, our success has been a result of our focus in facilitating the success of our Clients in business whilst enhancing the career opportunities for our Candidates.

With our swift expansion across the region, we now have offices in Singapore, Taiwan, Sydney, Kuala Lumpur and Hongkong as well as a partner network in Shanghai and Japan.

We serve with distinction and provide comprehensive staffing needs. As the total recruitment and staffing solutions partner, our goal is to provide our Clients the best staffing solutions through an integrated database network supported by localized content and services.

EA Licence No.: 99C4599
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