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UOB Venture

Business Operation and Case manager

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  • Posted 17 hours ago
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Job Description

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Provide support to supervisors and Banca Desk

Invoicing of claims that are related to the case (Medical, Expenses, Wills & Trust, MDA,

etc)

Support on all sales quotations, yield comparison table, preparation of paperwork and

administration for all IS

  • Handle pre and post servicing by the SCA, IS and insurers
  • Maintain and update the shared and Banca folder
  • Maintain and ensure all product training modules are up to date
  • Update of campaigns

To develop tracking for the annual reviews of existing policies and preparation of

statements, materials for review to be forwarded to clients

  • Maintain sales, revenue and pipelines dashboard
  • Presentation slides creation and data compilation
  • General administration and ad hoc matters

Case management – Underwriting

Ensure the smooth progression of cases from medical booking to inception by working

closely with IS and insurer

Source for and liaise with medical facility in Singapore and offshore for the approval for

use by the insurer

  • Follow up and negotiate with the insurer to obtain a better offer for the case
  • Track and provide update on cases

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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Job ID: 146683053

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