Manager New Business
About the role
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
Questions about this role
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