Case Manager, Consultant

AIA Hong Kong; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading insurance company in Kuala Lumpur seeks an experienced underwriting liaison to manage complex, high-value cases. You will be responsible for liaising between sellers and underwriters, assessing client needs, and ensuring excellent service delivery. Ideal candidates should have at least 10 years of experience in the field, strong critical thinking skills, and fluency in both English and Bahasa Malaysia. Join us to help our customers live healthier, longer lives.

Qualifications

• 10+ years of experience in management level, familiar with New Business, underwriting process.
• Ability to work independently and willingness to learn.
• Proven critical thinking capabilities.

Responsibilities

• Liaison between sellers and underwriters for high-value cases.
• Assess HNW clients’ health and financial circumstances.
• Coordinate medical examinations and track case statuses.
• Negotiate with underwriters for best underwriting outcomes.

Skills

Customer service orientation

Critical thinking

Interpersonal skills

Fluent in English

Fluent in Bahasa Malaysia

Job description

Overview

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About the Role

Liaison between sellers and underwriters, and managing the end-to-end underwriting process for complex or high-value cases. The role also includes assessing the HNW customers’ health and financial circumstance, reviewing applications, coordinating medical examinations and reports, negotiating with underwriters, and tracking case statuses. Additionally, the position supports sellers with onboarding processes for HNW clients and reporting, ensuring timely delivery of services and regular updates.

• Conduct preliminary interviews or meetings with sellers to help them understand their HNW customers’ health and financial circumstances and provide preliminary advise on underwriting requirements.
• Assess and evaluate individual clients’ health and financial circumstances and using the information to research and develop potential solutions for underwriting requirements.
• Act as primary liaison between underwriters and sellers to provide premier level services and facilitate/coordinate the end-to-end new business and underwriting process for complicated/high-value cases/ prestige medical cases.
• Review applications for accuracy/missing information and identify any medical concerns upon review of their medical records.
• Work closely with sellers to gather the necessary medical and financial information to validate customer’s insurability and amount of insurance.
• Schedule medical examinations, order attending physician’s statements and inspection reports, and communicate with medical service providers to ensure reports are delivered promptly.
• Negotiate and follow-up with underwriters to obtain best possible underwriting.
• Follow-up with sellers on any pending requirements and provide regular updates on their customer’s application status.
• Close monitoring and tracking of pending cases and develop reports/dashboards providing weekly updates to management.
• Work closely with sellers on onboarding processes, including policy document delivery, enrolment to AIA+ application and introduction to AIA Vitality program.

Minimum Job Requirements

• Preferably with at least 10 years working experience in related fields and industry at management level, familiar with New Business, underwriting process.
• Customer Service oriented, positive attitude and good interpersonal skills
• Communication: Both spoken and written English and Bahasa Malaysia
• With self-initiative, ability in critical thinking, resourceful, able to work independently, and willingness to learn.
• Able to generate new insights, conceptualize and implement to achieve results. This includes the ability to think creatively with proven critical thinking capability.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.