HNW Case Management Executive - Up to S$5k
Summary
Manages high-net-worth insurance cases end-to-end, coordinating documents, underwriting, and compliance to ensure smooth policy issuance and post-sale service.
Job Description:
- Responsible for overseeing the end-to-end service aspects throughout the case lifecycle (pre- and post-sale).
- 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.
- Responsible for ongoing and proactive status updates.
- For HNW case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions.
- Be the first line of review for appeals and provide appropriate advice to our partners.
- 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.
- Provides clear information on the necessary requirements to allow for one-touch resolution.
- Responsible for ongoing and proactive status updates.
- Consistently and accurately track incoming requests from internal and external stakeholders and ensure that the requests are answered promptly.
- Perform screening of submitted documents.
- Conduct enhanced due diligence checks, AML verifications prior to policy issuance and ensure contracts are issued upon receipt of premiums and required original documents
Requirements:
- Minimum 1 year of customer service experience handling Life / Health insurance.
- Highly service-oriented, organized, and adept at multitasking.
- Front facing experience is an added advantage.
Kindly apply online or send your application to andylee@talentedge.com.sg
EA: 15C7572
ID: R1547641