Job Responsibilities
- Work closely with sales consultants to ensure timely submission of insurance applications.
- Coordinate with clients and sales consultants on outstanding documents to ensure timely case completion.
- Liaise with medical providers (including doctors and clinics) to obtain clients’ historical medical reports and required supporting documents.
- Involvement in preparation and consolidation of offer comparison tables for each case submission to support Sales Consultants in advising clients.
- Ensure all submissions comply with internal policies and insurers’ regulatory requirements, with complete and accurate documentation
- Prepare monthly performance and case status reports for assigned banking partners and external stakeholders.
- Generate insurance proposal illustrations and distribute them to Sales Consultants or banking partners promptly.
- Coordinate with bankers, trustees, and relevant stakeholders on policy ownership documentation and related administrative requirements.
Required Requirements
- Degree in Business Administration, Finance, or related field.
- Completion of IIQE Papers I, III, and V.
- Minimum 3 years of relevant experience in the life insurance sector.
- Strong communication and presentation skills.
- Excellent proficiency in Microsoft Office
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
