Responsibilities:
- Generate highlights/quotes/insurer's illustrations for sales consultants meetings.
- Provide new business sales support and after-sales policy services support for sales consultants.
- Follow internal processes and ensure proper documentation are obtained and filed in CRM
- Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer's application forms.
- Handle new business case submissions to different insurers and work closely with sales consultants to policy inception.
- Handle monthly bank's reporting.
- Handle inquiries from internal and external stakeholders and ensure they are answered promptly
Requirements:
- Minimum 2-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry.
- Adapt to using different software to generate insurer's illustrations.
A Better Co Pte. Ltd. | 24C2350
