Job description
My client is a well-established insurance platform with a strong presence in the high-net-worth and advisory-led market. They are looking for case manager to support new business submissions, policy issuance, and case coordination across clients, insurers, and internal stakeholders.
Supporting insurance applications from submission through to policy issuance. It is a great opportunity for insurance back office applicants who would like to have a career change in sales supporting nature.
Responsibilities
Supporting insurance applications from submission through to policy issuance. It is a great opportunity for insurance back office applicants who would like to have a career change in sales supporting nature.
Responsibilities
- Collect, review, and submit insurance applications accurately and on time.
- Track case progress and ensure applications meet agreed service levels.
- Liaise with medical providers, clients, and Sales Consultants to gather required documents and information.
- Prepare offer comparison tables, proposal illustrations, and supporting materials for case submission.
- Coordinate with bankers, trustees, insurers, and other stakeholders on policy documentation and administration.
- Maintain accurate sales system records and provide reporting, operational backup, and cross-team support.
- Bachelor’s degree or above in any discipline.
- Minimum 4 years of relevant experience in the life insurance sector; knowledge in new policies handling, case submission and underwriting process will be an advantage.
- Completion of IIQE Papers I, III.
- Strong communication and presentation skills, with the ability to work effectively with consultants and banking partners.
- Strong sense of accountability and the ability to work well in a fast-paced environment.
- Good proficiency in MS Office, especially PowerPoint and Excel.
- Proficiency in English and Mandarin; additional Asian language skills will be an advantage.
