HNW Case Manager - Sales Support & Submissions

CSGROUP PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job description

Responsibilities

• Generate highlights/quotes/insurer’sillustrations for sales consultants’ meetings.
• Provide new business sales supportand after-sales policy services support for sales consultants.
• Follow internal processes and ensureproper documentation are obtained and filed in CRM
• Co-ordinate pre-case submissiontasks - medical bookings, preparing internal KYC documentations and insurer’sapplication forms.
• Handle new business case submissionsto different insurers and work closely with sales consultants to policyinception.
• Handle monthly bank’s reporting.
• Handle inquiries from internal andexternal stakeholders and ensure they are answered promptly.
• The primary responsibilities are not limited to thoselisted above. The employee is expected to follow instructions and perform otherad-hoc duties as required by the immediate supervisor from time to time, withinthe Sales Operations Department.