Case Manager (Insurance, Non-sales) ESY

Company

recruit express pte ltd

Location

singapore, singapore

Type

Full-time

            Job Responsibilities  Assist the Consultants in sales support work 
Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements 
Attend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele) 
Liaise with Bankers and clients for meetings, medical arrangement, new & ongoing application documentation and policy delivery. 
Submission of application documentation to insurance companies 
Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems 
Ensure client documentation are complete, aligned and satisfied with internal & insurance company compliance and due diligence. 
Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters) 
Work with Consultants and Client...
        

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Case Manager (Insurance, Non-sales) ESY

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