Job Description

about the company

Reputable High Net Worth (HNW) Insurance Broker

about the job

Assist the Consultants in sales support work
Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
Attend client's medical examinations or other client's meetings in Consultant's absence (face to face with clientele)
Liaise with Bankers and clients for meetings, medical arrangements, new & ongoing application documentation and policy delivery
Submission of application documentation to insurance companies
Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence

about the manager/team

You will be working alongside experienced Case Managers, who will guide and train you.

skills and experience required

Degree holder in any discipline
Good people / relationship skill with Clients, Bankers and Consultants
Ability to multi-task and work under extreme deadlines
Good functional and technical knowledge and skills to do the job at a high level of accomplishment