Client Servicing Case Manager (Insurance High Net Worth) #BLM

Recruit Express Pte Ltd; Singapore; Presencial; SGD 42.000 - 72.000; Jornada completa

Descripción de la vacante

Recruit Express Pte Ltd is seeking a detail‑oriented Sales Support professional to provide administrative and operational support to Consultants in managing client cases. This role emphasizes proactive coordination and meticulous record keeping.

Responsibilities include client coordination for medical bookings and documentation, submission of applications to insurers in line with compliance standards, and liaison with bankers, clients and insurers to drive cases to completion.

Responsabilidades

• Sales Support Assistance – Provide administrative and operational support to Consultants in managing client cases.
• Client Coordination – Arrange medical bookings, prepare documentation, and attend client meetings or medical examinations when required.
• Documentation & Compliance – Collect financial/KYC documents, ensure completeness, and submit applications to insurers in line with compliance standards.
• Stakeholder Liaison – Coordinate with Bankers, clients, and insurers for meetings, applications, policy delivery, and case follow‑ups.
• Case & Pipeline Management – Track Consultant pipelines, update systems, and drive cases to completion through negotiation and insurer engagement.

Descripción del empleo

Jobs Responsibilities

• Sales Support Assistance – Provide administrative and operational support to Consultants in managing client cases.
• Client Coordination – Arrange medical bookings, prepare documentation, and attend client meetings or medical examinations when required.
• Documentation & Compliance – Collect financial/KYC documents, ensure completeness, and submit applications to insurers in line with compliance standards.
• Stakeholder Liaison – Coordinate with Bankers, clients, and insurers for meetings, applications, policy delivery, and case follow‑ups.
• Case & Pipeline Management – Track Consultant pipelines, update systems, and drive cases to completion through negotiation and insurer engagement.