Case Manager

about the company

Reputable High Net Worth (HNW) Insurance Broker

about the job

• 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 arrangements, 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 documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence

about the manager/team

You will be working alongside experienced Case Managers, who will guide and train you.

skills and experience required

• Degree holder in any discipline
• Good people / relationship skill with Clients, Bankers and Consultants
• Ability to multi-task and work under extreme deadlines
• Good functional and technical knowledge and skills to do the job at a high level of accomplishment