Jobs

    HNW Case Manager - Singapore - TALENT EDGE RECRUITMENT LLP

    TALENT EDGE RECRUITMENT LLP
    TALENT EDGE RECRUITMENT LLP Singapore

    1 week ago

    Default job background
    Description
    Roles & Responsibilities

    Job Responsibilities:

    • Liaise with the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance.
    • Responsible for ongoing and proactive status updates.
    • Regular case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions
    • Be the first line of review for appeals and provide appropriate advice to our partners
    • Provide close follow-up for cases that required Legal & Compliance teams review
    • Liaise with the Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions.
    • Provides clear information on the necessary requirements to allow for one-touch resolution. Responsible for ongoing and proactive status updates.
    • Facilitate the overall processes for post sales transaction
    • Coordinate with internal stakeholders to provide accurate and timely information

    Requirements:

    • Minimum 2 years of Life Insurance customer service / case management experience
    • Well spoken and written

    Kindly apply online or send your CV to

    Tell employers what skills you have

    CRM
    Listening Skills
    Troubleshooting
    Customer Experience
    Interpersonal Skills
    Customer Information
    Customer Care
    Administration
    Underwriting
    Compliance
    Attention to Detail
    Life Insurance
    Appeals
    Communication Skills
    Customer Satisfaction
    Conflict Management
    Team Player
    Customer Service
    Case Management
    Pricing

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