Job Description

Introduction:

Reporting to Director, Inforce Operations, the incumbent acts as the primary liaison with insurers, Consultant and Bankers in providing hands on end to end management of insurance servicing.

Responsibilities:

Attend to post sales request, form preparation & submission to different carriers and follow-up/negotiate with insurers/underwriters.

• Work with Consultants & clients on fulfilling post sales requests.
• Update Consultants & clients on post sales request status and ensure post sales meetings are updated in the system (Opex)
• Ensure client documentation are complete, aligned and satisfied with CMA & carrier compliance and due diligence.
• Work closely with Team Leader and Sales Ops on day to day basis.
• Ensure prompt preparation and completion of annual reviews
• Prepare specific client's power point presentation and policy comparison for client's meeting.
• Drive process & team efficiency
• Mentor and assist team member when they require assistance

• Degree holder in any discipline

• Good people / relationship skill with Insurers, Clients, Bankers and Consultants
• Ability to multi-task and work under extreme deadlines
• Has the functional and technical knowledge and skills to do the job at a high level of accomplishment
• Good interpersonal skill and working closely with Consultants and colleagues to improve service turn around & annual review rate.
• Able to build appropriate rapport & use diplomacy and tact
• Highly organized and proactive in following up cases and also daily work
• Effectively cope with change
• Drives efficiency in in-force process to shorten the overall service cycle
• Competent in Microsoft excel and power-point