Perform insurance case manager role in the high net worth space which includes:
- Preparation of policy illustrations and client presentation materials for insurance specialists
- Provide support to Insurance Specialists for new business and policy servicing transactions. This includes, but is not limited to, coordinating medical appointments with clinics, submitting required documentation to insurers, processing payment advice, and engaging with internal and external stakeholders to advance various transactions
- Preparation of policy review packages for incepted policies
- Execute administrative tasks, including document printing, binding, and the arrangement of local and international courier services
- Offer cross-support for Wealth Planning trust administration as needed.
Location:
DBS Asia Central
Job:
Product Support
Schedule:
Regular
Employee Status:
Full time
