Case Processing: Submit and track client applications for insurance and investment products (new applications, renewals, and endorsements).
Client Relationship Management: Act as a liaison between clients and advisors, following up on underwriting memos, payments, and missing documentation.
Documentation & Reporting: Prepare financial summary reports, insurance consolidation for clients, and presentation materials like proposals and quotations.
Compliance & Due Diligence: Perform Know Your Client (KYC) checks and ensure all documentation adheres to local regulations (e.g., MAS or FCA).
Calendar Management: Schedule client annual reviews and set appointments for the financial advisor.
Database Maintenance: Regularly update and manage digital client databases and e-filing systems.
Outbound Outreach: Conduct cold calls to potential leads using provided scripts to introduce financial services or secure appointments for Financial Consultants.
Lead Management: Log call outcomes, manage referral databases, and update CRM systems with accurate client information.
Appointment Coordination: Schedule and confirm meetings for advisors, ensuring their calendars are optimized.
Administrative Support: Prepare policy documents, assist with post-appointment follow-ups, and track policy submissions for compliance.
Inquiry Handling: Respond to client queries via phone, email, or text professionally and promptly.
Requirements & Skills
Communication: Strong verbal skills to engage prospects over the phone bilingualism is often preferred.
Resilience: Ability to handle high-volume calling and common objections in a competitive sales environment.
Technical Proficiency: Skilled in Microsoft Excel, Google Sheets, and CRM software.
Meticulousness: High attention to detail for data entry and regulatory documentation.
