Case Management Associate (After-sales policy services) - NON SALES ROLE - Up to $7,500

SEARCH PERSONNEL PRIVATE LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A recruitment agency in Singapore is seeking a Case Management Associate for after-sales policy services. This permanent role involves generating policy illustrations, providing support to sales consultants, and managing inquiries while maintaining documentation. Ideal candidates have a diploma and 2-3 years of case management experience, preferably in the insurance sector. The position offers a salary of up to $7,500 plus bonuses and benefits.

Benefits

Variable bonus

18-25 days annual leave

Medical benefits

Qualifications

• Minimum 2-3 years of case management experience preferably in the insurance industry.
• Ability to handle inquiries from stakeholders promptly.
• Experience working with high-net-worth clients.

Responsibilities

• Generate highlights and insurer’s illustrations for sales consultants.
• Provide sales support and after-sales policy services.
• Coordinate pre-case submission tasks and handle submissions to insurers.

Skills

Interpersonal skills

Understanding of underwriting requirements

Case management

Education

Minimum Diploma

Job description

• Position : Case Management Associate (After-sales policy services) - NON SALES ROLE - Up to $7,500
• Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
• Working hours : Monday to Friday | 9am to 5.45pm (with 2 days Per Month)
• Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18 - 25 days annual leaves + Medical Benefits
• Duration : Permanent
• Industry : Integrated Insurance/Broking/Financial Planning

Main Responsibilities

• Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.
• Provide new business sales support and after-sales policy services support for sales consultants.
• Follow internal processes and ensure proper documentation are obtained and filed in CRM
• Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s application forms.
• Handle new business case submissions to different insurers and work closely with sales consultants to policy inception.
• Handle monthly bank’s reporting.
• Handle inquiries from internal and external stakeholders and ensure they are answered promptly.
• Ad-hoc duties assigned, within the Sales Operations Department.

Requirements

• Minimum Diploma with at least 2-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry.
• Good interpersonal skill with internal and external stakeholders.
• Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.

Email to: [e-mail]

Do visit www.facebook.com/search.personnel for more job listings.

***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Associate Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684