Case Management Executive, Prestige Client Office

Posted 22 September 2022
Salary 42-48K
Job type Permanent
DisciplineFinancial Services
ContactFiona Foo

Job description

The Client
Our client is a renowned financial institution seeking strong team player with good interpersonal skills to join their exciting team.
The Job 
  • Responsible for case management (pre- and post-sale)
    • Pre-sales: Liaise with the sales reps, Business Development Managers, New Business, Underwriting and Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents for both prelim and formal submissions
    • Post-sales: Liaise with back-end office on in-force requests, including policy changes, illustrations, claims and transactions
  • Facilitate Premium Financing for plans sold through agency distribution channel
  • To track and maintain agreed upon in-force rates and turnaround time
  • Preparation of regular reports on submissions from various distribution channels
  • Diploma or Degree holder
  • Middle Office or High Net Worth operations experience is preferred
  • Self-motivated, committed and possess initiative & drive in the job
  • Meticulous and able to work independently