Senior Associate / Manager Policy Servicing
by Michael Kan in Insurance/Pension funding
Introduction:
Reporting to Director, Inforce Operations, the incumbent acts as the primary liaison with insurers, Consultant and Bankers in providing hands on end to end management of insurance servicing.
Responsibilities:
- Work with Consultants & clients on fulfilling post sales requests.
- Update Consultants & clients on post sales request status and ensure post sales meetings are updated in the system (Opex)
- Ensure client documentation are complete, aligned and satisfied with CMA & carrier compliance and due diligence.
- Work closely with Team Leader and Sales Ops on day to day basis.
- Ensure prompt preparation and completion of annual reviews
- Prepare specific client’s power point presentation and policy comparison for client’s meeting.
- Drive process & team efficiency
- Mentor and assist team member when they require assistance
Requirements:
- Degree holder in any discipline
- Good people / relationship skill with Insurers, Clients, Bankers and Consultants
- Ability to multi-task and work under extreme deadlines
- Has the functional and technical knowledge and skills to do the job at a high level of accomplishment
- Good interpersonal skill and working closely with Consultants and colleagues to improve service turn around & annual review rate.
- Able to build appropriate rapport & use diplomacy and tact
- Highly organized and proactive in following up cases and also daily work
- Effectively cope with change
- Drives efficiency in in-force process to shorten the overall service cycle
- Competent in Microsoft excel and power-point
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