Case Manager, Consultant

AIA Australia

Kuala Lumpur, Malaysia
Liaison between sellers and underwriters
End-to-end underwriting process
Assess hnw customers' health
You will play a vital part in advancing AIA's movement to create a healthier, more sustainable future for everyone

Job Summary

  • You will play a vital part in advancing AIA's movement to create a healthier, more sustainable future for everyone.
  • The role involves managing the end-to-end underwriting process for complex or high-value cases, assessing client health and financial circumstances, and coordinating medical examinations.
  • Build a career with AIA as they help customers and the community live Healthier, Longer, Better Lives.

Matching Summary

You will play a vital part in advancing AIA's movement to create a healthier, more sustainable future for everyone.

Skills & Requirements

Must-have

  • Liaison between sellers and underwriters
  • End-to-end underwriting process
  • Assess HNW customers' health
  • Coordinate medical examinations
  • Negotiate with underwriters
  • Track case statuses
  • Onboarding processes for HNW clients

Nice-to-have

  • Customer Service oriented
  • Positive attitude
  • Good interpersonal skills
  • Self-initiative
  • Critical thinking
  • Resourceful
  • Willingness to learn
  • Creative thinking

Key Requirements

  • At least 10 years working experience in related fields and industry at management level
  • Familiar with New Business, underwriting process
  • Spoken and written English and Bahasa Malaysia

Work Rights

Not specified

Tailored Resume

Cover Letter