Assistant Manager, Case Management

• Assist the Consultants in sales support work
• Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
• Attend client's medical examinations or other client's meetings in Consultant's absence (face to face with clientele)
• Liaise with Bankers and clients for meetings, medical arrangements, new & ongoing application documentation and policy delivery
• Submission of application documentation to insurance companies
• Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
• Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence
• Manage and bring all the cases under care into completion (includes follow-up/ negotiation with insurers/ underwriters)
• Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews
• Work closely with Illustration and Inforce Team on a day to day basis on new and existing policies
• Prepare specific client's power point presentation and product comparison for client's meeting

• Min 3-5 years of customer service and / or relationship management experience with HNW clients preferably in insurance or banking industry
• Degree holder in any discipline
• Good people / relationship skill with Clients, Bankers and Consultants
• Ability to multi-task and work under extreme deadlines
• Good functional and technical knowledge and skills to do the job at a high level of accomplishment
• Good interpersonal skill and working closely with Consultants and colleagues to improve inception ratio
• Able to build appropriate rapport & use diplomacy and tact
• Highly organized and proactive in following up cases and also daily work
• Effectively cope with changes

JAC Recruitment