Case Manager (Insurance, Non-sales) #ESY

About the role

- Assist the Consultants in sales support work - Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements - Attend client's medical examinations or other client's meetings in Consultant's absence (face to face with clientele) - Liaise with Bankers and clients for meetings, medical arrangement, new & ongoing application documentation and policy delivery. - Submission of application documentation to insurance companies - Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems - Ensure client documentation are complete, aligned and satisfied with internal & insurance company compliance and due diligence. - Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters) - Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews - Work closely with Illustration and Inforce Team on day to day basis on new and existing policies - Prepare specific client's power point presentation and product comparison for client's meeting Interested candidates, please email your resume to annasee@recruitexpress.com.sg Anna See Sing Yee CEI Reg R25157535 Recruit Express Pte Ltd EA License No: 99C4599 We regret that only shortlisted candidates will be contacted

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