Case Manager, Consultant

AIA Australia Limited

10 years experience in related fields
New business and underwriting process knowledge
Hnw customer health and financial assessment
The role serves as a vital liaison between sellers and underwriters to manage the end-to-end underwriting process for complex or high-value cases

Job Summary

  • The role serves as a vital liaison between sellers and underwriters to manage the end-to-end underwriting process for complex or high-value cases.
  • Candidates will assess high-net-worth customers' health and financial circumstances to develop potential solutions for underwriting requirements.
  • The position requires strong communication skills in both English and Bahasa Malaysia to facilitate premier level services.

Matching Summary

The role serves as a vital liaison between sellers and underwriters to manage the end-to-end underwriting process for complex or high-value cases.

Skills & Requirements

Must-have

  • 10 years experience in related fields
  • New Business and underwriting process knowledge
  • HNW customer health and financial assessment
  • Medical records review and validation
  • Negotiation with underwriters

Nice-to-have

  • Self-initiative and critical thinking skills
  • Creative problem solving capabilities
  • Positive attitude and interpersonal skills
  • Ability to work independently
  • Willingness to learn new concepts

Key Requirements

  • At least 10 years working experience
  • Management level experience
  • Fluency in English and Bahasa Malaysia

Work Rights

Not specified

Tailored Resume

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