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Pipeline & Case Management
. Maintain and track the IB business pipeline, including submissions, pending requirements and issuance.
. Support the end-to-end progression of HNW and complex cases.
. Follow up on outstanding case requirements and key milestones.
. Coordinate cases requiring underwriting, AML, operational or other internal reviews.
. Escalate potential bottlenecks and support timely resolution of cases.
Internal Coordination
. Work closely with Underwriting, New Business, AML, Product, Operations and other relevant teams on ongoing cases and business requirements.
. Coordinate internal follow-ups and approvals required for IB cases.
. Support resolution of operational and process-related matters.
. Ensure key actions and outstanding items are tracked to completion.
Business Support
. Prepare and maintain regular pipeline and production updates.
. Support business reporting, presentations and management updates.
. Assist with product, campaign and incentive-related implementation.
. Support ad-hoc business analysis and other IB team priorities as required.
Channel Support
. Coordinate day-to-day business and operational queries.
. Provide general administrative and execution support to ensure continuity of IB activities.
Requirements
. Prior experience in life insurance or financial services preferred.
. Experience in new business, business development, sales support or HNW insurance would be advantageous.
. Good understanding of life insurance processes and products.
. Strong coordination and follow-through skills.
. Organised and comfortable managing multiple cases and priorities concurrently.
. Good communication and stakeholder management skills.
. Able to work independently and adapt quickly in a fast-paced environment.
Interested candidates, please email your resume to [Confidential Information]
Anna See Sing Yee
CEI Reg R25157535
Recruit Express Pte Ltd
EA License No: 99C4599
We regret that only shortlisted candidates will be contacted
Job ID: 153918209