Permanent Insurance Case Manager (High Net Worth) #BLM
RECRUIT EXPRESS PTE LTD
Singapore, Singapore
Assist consultants in sales support work
Arrange medical bookings and documentation
Manage insurance application submissions
The role involves assisting consultants with sales support and managing the end-to-end processing of insurance cases
Job Summary
The role involves assisting consultants with sales support and managing the end-to-end processing of insurance cases.
Candidates will be responsible for arranging medical examinations, preparing documentation, and ensuring strict compliance with KYC and due diligence standards.
The position requires close collaboration with bankers, underwriters, and internal teams to complete annual reviews and policy deliveries.
Matching Summary
Match Score: 85
The role involves assisting consultants with sales support and managing the end-to-end processing of insurance cases.
Skills & Requirements
Must-have
Assist consultants in sales support work
Arrange medical bookings and documentation
Manage insurance application submissions
Ensure compliance with KYC requirements
Liaise with bankers and clients for meetings
Nice-to-have
Experience with high net worth clientele
Ability to prepare PowerPoint presentations
Strong negotiation skills with insurers
Proficiency in financial documentation preparation
Key Requirements
Experience in insurance case management or sales support
Knowledge of KYC and compliance requirements
Ability to liaise with external stakeholders like bankers