Case Manager

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)