Case Manager (Central, Brokerage)

Job ID: 1705146

Responsibilities

• Assist the sales team with sales development and implementation in achieving their business objectives
• Submit/ liaise applications with insurers
• Assist in proper documentation and maintenance of each application
• Familiar with insurance product/ services and banks' credit procedure
• Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client's reimbursement
• Handle enquiries from internal and external customers
• Participate in internal & external continuous training/ learning programs
• Participate in general improvement of internal process

Requirements

• Diploma/ Bachelor degree or equivalent with at least 3-4 years' experience preferably in the banking/ insurance industry
• Proficient in Microsoft Office
• Performance driven and results focused
• A team player that possess good interpersonal skills with excellent communication and negotiation proficiencies.
• Fluent in verbal and written English and Mandarin to liaise with English-speaking and Mandarin-speaking stakeholders

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: Ray Loh Run Ting

EA Personnel Reg. no.: R1550214

EA License no.: 07C5771

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