[Job ID: 1616546]
Job Summary:
A client-centric role overseeing high-net-worth insurance cases, ensuring accurate case management, regulatory compliance, and seamless collaboration with sales teams.
Responsibilities:
- Manage new business insurance applications in line with high-net-worth underwriting guidelines, internal SOPs, and regulatory standards.
- Prepare, review, and support high-value sales illustrations requested by sales consultants and business partners.
- Collaborate closely with sales consultants to ensure smooth preparation and end-to-end processing of HNW insurance applications.
- Provide timely and accurate updates on application status to internal stakeholders and sales consultants.
- Maintain complete and up-to-date client, meeting, and case records within the CRM system.
- Ensure all new business documentation is accurate and submitted within stipulated timelines.
- Support team members on case management matters, medical requirements, sales presentations, and related documentation.
- Liaise with Finance and New Business teams on paid reports and required financial documentation.
- Ensure strict adherence to internal policies and MAS regulatory requirements.
Requirements:
- Minimum 5 years of experience in sales, client servicing, or relationship management, preferably within the insurance or banking industry.
- Strong interpersonal, communication, relationship management, and presentation skills.
- Proactive, self-motivated, and disciplined, with a strong commitment to service excellence and integrity.
- Proven ability to multitask and perform effectively under tight deadlines in a fast-paced environment.
- Proficiency in Mandarin language for liaising with Mandarin-speaking clients and business partners.
- Prior experience supporting high-net-worth clients and managing complex insurance cases is an added advantage.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771
