High Net Worth Case Manager, Sales Operations

Key Responsibilities

• End-to-end case management. Coordinate and follow through on pre-sales activities. This also includes liaising with relevant internal stakeholders on legal and compliance reviews relating to HNW document templates and complex collateral assignment matters.
• Ensure new business applications from HNW customers are processed accurately and efficiently within the stipulated service standards and adhere to company guidelines and regulatory requirements.
• Provide guidance to team members by sharing knowledge on HNW operational aspect and motivate the team members to work together as one.
• Ensure timely follow up and processing of new business applications and accuracy in policy contract issuance for HNW customers.
• Actively monitor the new business submission volume to ensure that there is no backlog in New Business HNW operations.
• Maintain and update Operations Manual to ensure proper documentation of new business processes in HNW operations.
• Manage enquiries / complaints and perform service recovery when necessary.
• Develop and maintain excellent relationships with internal stakeholders, insurers and distribution channels.
• Liaise with underwriters and medical facilities in obtaining complete Attending Physician Statements and medical reports.
• Any other project/work assigned by the company

Key Requirements

• Minimum 2-3 years of sales & management experience in the finance industry, preferably life insurance
• Certified in relevant modules (M5, M5A, M8, M8A, M9, M9A, HI)
• Preference for candidates with experience in the Offshore market
• Good technical knowledge of high net worth (HNW) insurance, investment and wealth management products and services
• Effective problem solving, presentation, influencing and negotiation skills.
• Strong competency in Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills combined with a results-oriented, positive, can-do attitude
• Broad understanding of compliance issues related to local legislation and understands industry trends and governmental regulations.
• Ability to travel overseas arising from a business need