Case Manager (up to $5,000/month)

Details
Private Insurance Brokerage
Working hours: 9AM-5.30PM (M-F)

Key Responsibilities

• Provide sales support to Consultants

• Coordinate with Consultants and Bankers to arrange medical bookings and prepare required documentation, including financial documents and KYC requirements

• Attend client medical examinations or meetings on behalf of Consultants when required

• Liaise with Bankers and clients on meetings, medical arrangements, application documentation, and policy delivery

• Submit application documents to insurance companies

• Update Consultants on pipeline status and ensure sales activities are properly recorded in systems

• Ensure all client documentation meets internal compliance and insurance company due diligence requirements

• Manage assigned cases through to completion and support the preparation and completion of annual client reviews

• Work closely with Illustration and Inforce teams on new and existing policies

• Prepare client-specific PowerPoint presentations and product comparisons for meetings
  

  Interested candidates please forward resume in MS Word to [email protected]
  

  Averlyn Pang (Outsourcing Temp)

  on behalf of Roy Huang Peijie

  CEI No: R1104471

  EA License No. 99C4599

  RCB No. 199601303W

  We regret that only shortlisted candidates will be contacted.