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Introduction:

Our client is Asia leading financial services firm specializing in serving high-net-worth clients. They pride ourselves on their commitment to excellence, integrity, and providing personalized solutions. Join them dynamic team and contribute to their continued success."]

Responsibilities:

Case Manager New Business to play a critical role in supporting the sales consultants and ensuring the seamless processing of complex insurance applications for their high-net-worth clientele. You will be the central point of contact for managing new business applications, ensuring accuracy, efficiency, and adherence to regulatory standards.

Streamline Application Process: Expertly navigate and manage the entire new business application process, ensuring strict adherence to Standard Operating Procedures, process flows, and underwriting requirements.

Accurate Sales Illustrations: Prepare and deliver precise sales illustrations to business partners and sales consultants, ensuring clarity and compliance.

Proactive Case Management: Maintain consistent and proactive communication with sales consultants to facilitate the efficient preparation and management of insurance applications.

Timely Communication: Provide professional and timely updates on application status to team members and sales consultants, ensuring transparency and managing expectations.

CRM Data Integrity: Accurately and promptly input client, meeting, and case file information into the CRM system, maintaining data integrity and accuracy.

Document Submission Excellence: Ensure accurate and timely submission of all new business documents, adhering to strict deadlines.

Collaborative Support: Provide comprehensive support to team members with sales illustrations, case management, medical requirements, and presentations.

Regulatory Compliance: Ensure full compliance with the group internal policies and procedures, as well as MAS regulatory requirements.

Financial Liaison: Effectively liaise between the New Business and Finance teams regarding paid reports and other business and financial reports.

Adaptable Support: Perform ad-hoc tasks as assigned by Management, demonstrating flexibility and a proactive approach.

Requirements:

Education: Bachelors degree in Business, Finance, Insurance, or a related field.

Experience: Minimum 5 years of proven experience in policy administration within an insurance brokerage or financial services environment.

HNW Expertise (Preferred): Prior experience handling high-net-worth clients and complex insurance cases is a significant advantage.

Insurance Knowledge: Comprehensive understanding of insurance products, policy servicing processes, and compliance regulations.

Communication & Relationship Skills: Exceptional relationship development, communication, and presentation skills.

Time Management & Multitasking: Demonstrated ability to thrive in a fast-paced, deadline-driven environment, effectively managing multiple tasks.

MUST have experience in same role dealing with Mandarin-speaking clients and business partners in China

CRM Experience: A strong understanding of CRM systems.

OPEN TO ALL LOCAL /PR APPLICANTS ONLY