Job Description

Job Purpose

Key purpose of Incumbent is to provide support to the various distribution channels in terms of HNW submissions and oversee entire fulfilment process. You will provide business support for HNW business development (Banca / Broker). The incumbent will report to the Lead of Case Management.

Responsibilities:

• Responsible for case management (pre and post-sale)
• Pre-sales: Liaise with the sales reps, Business Development Managers, New Business, Underwriting and Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents for both prelim and formal submissions.
• Post-sales: Liaise with back-end office on inforce requests, including policy changes, illustrations, claims and transactions.
• Provide quality service and response on HNW related queries.
• Update and process submission / financing applications in a timely manner and maintain accuracy in tracking files.
• Track and maintain agreed turnaround time for all submissions.
• Provide support for HNW applications from cross teams (Agency, Banca and Broker).
• Preparation of regular reports on submissions and Cash Surrender Value (CSV) for various distribution channels.
• Ensure the processes for Case Management related matters are in place and operating smoothly.
• Conduct periodic check and update department information pertaining to Case Management matters.
• Provide update and input for SOPs related to scope of Team on an annual basis to ensure that they are updated with any changes made to processes.
• Participate in processes review with internal department and find resolutions to improve on the current processes.
• Provide training and case studies sharing to sales representatives.
• Business support for HNW business development.
• Assist in administrative/ logistic arrangement.
• Any other tasks and duties assigned by the Team Lead or Head of Department.
• Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
• Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
• Highlights any potential concerns /risks and proactively shares best risk management practices.

Requirements:

• Diploma or Degree holder
• Middle Office or HNW operations experience is preferred
• Proficient in Microsoft Office Applications (Excel, Powerpoint & Word)
• Self-motivated, committed and possess initiative and drive in the job
• Meticulous and able to work independently
• Good team player with strong interpersonal and communication skills
• Ability to work with multiple channels
• High level of integrity, takes accountability of work and good attitude over teamwork.
• Takes initiative to improve current state of things and adaptable to embrace new changes.

We apologize that only shortlisted candidates will be contacted. Thank you

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg I also acknowledge that I have read, understood, and agree to the said Privacy Policy.

PERSOLKELLY Singapore Pte Ltd \xe2\x80\xa2 RCB No. 200007268E

EA Registration No. R22106437 (TEOH KAI HUI)

Additional Information

Career Level

Senior Executive

Qualification

Diploma, Advanced/Higher/Graduate Diploma, Bachelor\'s Degree, Post Graduate Diploma, Professional Degree

Years of Experience

3 years

Job Type

Full-Time

Job Specializations

,

Company Overview

PERSOLKELLY is one of the largest recruitment companies in Asia Pacific providing comprehensive end-to-end workforce solutions to clients.

Headquartered in Singapore, the company was established in 2016 and is a joint venture between Kelly Services, Inc. and affiliates of PERSOL HOLDINGS Co. Ltd.

Today, PERSOLKELLY operates more than 45 offices across 13 markets including Australia, China, Hong Kong, India, Indonesia, Korea, Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, and Vietnam.

Our deep market understanding and industry expertise, honed over four decades of operations in Singapore, gives us an edge in driving business change and empowering your organisation to overcome future HR challenges. We combine our expertise with genuine human insights to provide strategic solutions for your HR needs. Our team will partner with you to enhance your HR practices, so you can confidently achieve more.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its local and overseas subsidiaries and affiliates collecting, using and disclosing your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government\'s COVID-19 health advisories and such other purposes stated in our privacy policy. Our full privacy policy is available at www.persolkelly.com.sg. If you wish to withdraw your consent, please drop us an email to let us know. Please feel free to contact us if you have any queries.

Please visit www.persolkelly.com.sg for a copy of our Privacy Policy.

For more information, please visit www.persolkelly.com.sg

Additional Company Information

Registration No.

200007268E

EA No.

01C4394

Company Size

51 - 200 Employees

Average Processing Time

8 days

Industry

Human Resources Management / Consulting

Singapore Post