Manager New Business

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