Job Description

Job Responsibilities

  • Provide all administrative support to Sales Consultants
  • Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter
  • Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process
  • Assist with arrangement of all medical exams / re-tests / additional tests
  • Attend medical examination with clients and collection of clients’ data (when necessary)
  • Ensure information and application documentation are complete, accurate and in order
  • Ensure adherence to all Compliance requirements
  • Maintain good record keeping of each application
  • Update progress on pending case report and inforce list
  • Provide accurate and timely reports to Bank Partners & Management
  • Assist on clients’ travel and medical reimbursements
  • Other ad-hoc tasks as and when required

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