Insurance Sales Support / Case Manager

Singapore, Singapore

Job Description


We are one of world's leading life insurance brokers in the field of Private Placement Life Insurance (PPLI) and have been established in Singapore since 2018. We are seeking high performing candidates to grow with us in Asia. If you are interested in our Company, please send your resume together with current and expected salary to e-mail: lueth@1291group.com

Responsibilities & Tasks

  • support Sales Partners to provide customized insurance-based solutions to High Net Worth (HNW) clients
  • provide full case management support and ensure efficient execution of insurance applications and liaison with insurance carriers and business partners
  • assist with the preparation of Illustrations and product comparison for client presentations
  • assist with the arrangement of medical bookings, preparation of required documentation and due diligence (KYC)
  • review and verify application documents in compliance with requirements and process application submissions to insurance companies
  • perform KYC/AML checks on new business
  • support preparation of presentations and marketing material
Requirements
  • minimum 3-5 years of relevant working experience in insurance administration support/ client servicing/ sales operations in an insurance company and/or brokerage
  • Good interpersonal, presentation, verbal and written communication skills
  • Flexible, detailed-minded with distinctive service mindset
  • Ability to work independently and pro-actively
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Microsoft Office proficiency
  • Fluent in Mandarin and English
  • Resilient, flexible & ready to go the extra mile
What we offer
  • A challenging and demanding work environment in a dynamic, success-oriented team
  • Attractive remuneration package
  • Information provided by applicants will be treated with strict confidence and will solely be used for recruitment purposes.

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Job Detail

  • Job Id
    JD1085127
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned