about the company Our client, one of the leading Life Insurance company globally and known for offering protection and investment products that are designed to meet different needs.
about the job
In this position as a Case Management Executive , you will be responsible for overseeing the service aspects throughout the case lifecycle, both pre-sales and post-sale. As a Case Management Executive, you will be required to assist the team to manage the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance by processing the required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance.
Additionally, you will also be expected to work closely with the distribution partners, Policy Servicing team and Claims teams on inforce policy requests, which includes policy changes, inforce illustrations, claims and other post-sales related transactions.
In order to be successful in this position, the ideal incumbent must come with some account management experience in an Insurance company handling new business administration or strong understanding of the sales cycle.
skills and experience required
2+ years of relevant experience handling Life Insurance, HNW products, new business or financial services sales
Demonstrated ability to multi-task and work under extreme deadlines
Excellent interpersonal skill, highly organized and proactive in following up cases and also daily work
Competent in MS Word & Excel and in preparing power-point presentation
Understanding of financial services and the needs of sales professionals is an advantage
Flexible and able to adapt in a fast-paced and changing environment
If the above position interest you, kindly click on the appropriate link to apply for this role.