HNW Case Management Executive - Up to S$5k

Job Description:

• Responsible for overseeing the end-to-end service aspects throughout the case lifecycle (pre- and post-sale).
• Liaise with the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance.
• Responsible for ongoing and proactive status updates.
• For HNW case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions.
• Be the first line of review for appeals and provide appropriate advice to our partners.
• Liaise with the Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions.
• Provides clear information on the necessary requirements to allow for one-touch resolution.
• Responsible for ongoing and proactive status updates.
• Consistently and accurately track incoming requests from internal and external stakeholders and ensure that the requests are answered promptly.
• Perform screening of submitted documents.
• Conduct enhanced due diligence checks, AML verifications prior to policy issuance and ensure contracts are issued upon receipt of premiums and required original documents

Requirements:

• Minimum 1 year of customer service experience handling Life / Health insurance.
• Highly service-oriented, organized, and adept at multitasking.
• Front facing experience is an added advantage.
  

Kindly apply online or send your application to [email protected]

EA: 15C7572

ID: R1547641