Executive, Concierge

Banklife

End-to-end case management experience
Financial and medical document gathering
Underwriting requirements understanding
The incumbent will manage the end-to-end service lifecycle for both pre-sale and post-sale insurance transactions to ensure a positive experience for financial representatives and clients

Job Summary

  • The incumbent will manage the end-to-end service lifecycle for both pre-sale and post-sale insurance transactions to ensure a positive experience for financial representatives and clients.
  • This role requires proactive status updates, coordination with legal and compliance teams, and providing clarity on underwriting decisions for High Net Worth business cases.
  • Manulife offers a flexible work environment that empowers employees to learn, grow their careers, and thrive in an inclusive culture focused on well-being.

Matching Summary

The incumbent will manage the end-to-end service lifecycle for both pre-sale and post-sale insurance transactions to ensure a positive experience for financial representatives and clients.

Skills & Requirements

Must-have

  • End-to-end case management experience
  • Financial and medical document gathering
  • Underwriting requirements understanding
  • High Net Worth business support
  • AML verification and due diligence

Nice-to-have

  • Front-facing client experience
  • Strong verbal and written communication
  • Flexible adaptation in fast-paced environment
  • Operations process improvement skills
  • Training internal stakeholders effectively

Key Requirements

  • Minimum 5 years of working experience
  • Approximately 3 years in insurance industry
  • Diploma or Degree from recognized institution

Work Rights

Not specified

Tailored Resume

Cover Letter