Job Description

Job Responsibilities

• Provide all administrative support to Sales Consultants
• Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter
• Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process
• Assist with arrangement of all medical exams / re-tests / additional tests
• Attend medical examination with clients and collection of clients’ data (when necessary)
• Ensure information and application documentation are complete, accurate and in order
• Ensure adherence to all Compliance requirements
• Maintain good record keeping of each application
• Update progress on pending case report and inforce list
• Provide accurate and timely reports to Bank Partners & Management
• Assist on clients’ travel and medical reimbursements
• Other ad-hoc tasks as and when required

Job Requirements

• Degree holder, preferably with professional insurance qualifications
• Minimum 3 years of relevant work experience, with knowledge in life insurance
• Proficient in Microsoft Office
• Strong organisational and communication skills
• Ability to multi-task, strong organizational and problem solving skills
• Team player and strong interpersonal skills