Job Summary
Reporting to Head of Sales Operations, the incumbent acts as the primary liaison with insurers and sales consultants in providing hands on end-to-end management of insurance applications.
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.
- The primary responsibilities are not limited to those listed above. The employee is expected to follow instructions and perform other ad-hoc duties as required by the immediate supervisor from time to time, within the Sales Operations Department.
Requirements
- Minimum 0-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry. Fresh graduates are welcome to apply.
- Adapt to using different software to generate insurer's illustrations.
- Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.
- Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
- Good interpersonal skill with internal and external stakeholders.
- Able to work with tight deadlines, producing efficient work in a multi-task environment
- Highly organized and pro-active in following up cases and also daily work.
- Meticulous, ability to be precise and accurate.
- Effectively cope with changes, can shift gears comfortably, able to handle uncertainties.
- Communicate effectively, both verbally and in writing
- Competent in Microsoft Office Word, Excel and PowerPoint
- Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
- Proficient in English and Chinese (both written and spoken)
