The posting
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Responsibilities
- Assist the sales force daily in handling incoming commercial prospects and advancing policy files.
- Coordinate with insurance providers on policy applications, underwriting requirements and case follow-ups.
- Verify that entry forms, verification papers, and coverage records are correctly filled out and filed.
- Support the sales process by coordinating medical appointments, client documentation, logistics and other pre-issuance requirements.
- Draft contract files and manage administrative tasks following submittal, including user demands and refund procedures.
- Act as a central link for consultants, consumers, underwriters, and corporate units, answering questions and tracking unresolved issues.
- Collaborate closely with internal units to guarantee files transition seamlessly from first filing to final contract delivery.
- Keep updated on insurance products, services and relevant banking processes through ongoing training and industry learning.
- Spot areas where operational structures can be streamlined and help upgrade standard internal workflows.
Requirements
- Diploma, bachelor's degree or equivalent qualification.
- 3–4 years of relevant experience in the insurance, wealth management or financial services industry.
- Prior experience in new business processing, case management is a must.
- Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once.
- Comfortable working with different stakeholders and following up on time-sensitive requirements.
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