Dedicated Case management support to Insurance Specialist team:
Generate quotations and prepare benefits/values comparison
Ensure insurance documentation accuracy and completeness
Coordinate medical appointments and case pipeline management
Ensure re-works are followed-up timely
Follow up on case status
Provide general support
Ensure timely and accurate update of sales results and reports to measure business performance (e.g. productivity, participation, penders) and financial drivers (e.g. BIs, referrals).
Responsible for management of up-to-date insurance training and CPD records and attendance.
Ensure smooth coordination with insurance providers and internal teams (e.g.learning academy) as well as logistic arrangements for insurance-related trainings and events.
Assist in onboarding of new insurance specialists
Raise system accesses for Insurance specialists
Business
Supporting Sales teams in coordinating with Insurers and other departments
Delivering excellence in performance and quality
Processes
Ensure to follow related Processes/Policy of the bank
Supporting the sales team in Sales application processing, ensuring document qualification and service guarantee, agreed TAT
People & Talent
Focused and highly achievement-orientated.
Good communication and relationship skills.
Ability to work under pressure and multitasks.
Compliance
To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Regulatory & Business Conduct
Display exemplary conduct and live by the
. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Lead the team to achieve the outcomes set out in the Bank\xe2\x80\x99s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
Insurance specialist team and Insurance Providers.
Our Ideal Candidate
3+ years of experience in sales support with data management and stakeholder management skills
Strong communication skills required to liaise with Insurance team and medical clinics
Strong expertise in Microsoft office such as Word, Excel and Power Point
Role Specific Technical Competencies
Microsoft Office Skills
Communication and relationship skill
Good command in Business Communication skills
About Standard Chartered
We\'re an international bank, nimble enough to act, big enough for impact. For more than 160 years, we\'ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you\'re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can\'t wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you\'ll see how we value difference and advocate inclusion. Together we:
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
Flexible working options based around home and office locations, with flexible working patterns
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you\'ve applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.