Executive, Concierge (HNW)
The incumbent will be responsible for the case management of pre/post sale service transactions. Supports Operations to ensure a smooth, timely, and positive service experience for the Financial representatives and clients for new submissions and existing policies Position Responsibilities:
- End-to-End Case Management
The Case Manager is responsible for overseeing the end-to-end service aspects throughout the case lifecycle (pre- and post-sale)
Pre-sale: The Case Manager will mainly liaise with the Financial Representatives, Business Development Managers, New Business & Underwriting and Legal & Compliance teams to assist with understanding and gathering of required financial and medical documents, underwriting requirements and other necessary documents, especially critical for policy issuance. Responsible for ongoing and proactive status updates.
For HNW Business: Regular case discussion with Financial Representatives to provide clarity on underwriting requirements and decisions
Be the first line of review for appeals and provide appropriate advice to our partners
Post-sale: The Case Manager will mainly liaise with the Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including policy changes, inforce illustrations, claims and other post-sales related transactions. Provides clear information on the necessary requirements to allow for one-touch resolution. Responsible for ongoing and proactive status updates.
For HNW Business: Facilitate the overall processes for post sales transaction
- Reporting
Consistently and accurately track incoming requests from internal and external stakeholders and ensure that the requests are answered promptly
For HNW Business: To record all ad-hoc requests for end to end handling
Maintain daily/weekly/ monthly reports, as required, for the tracking of outstanding issues, submissions, withdrawals, feedback and overall adherence to Service Level Agreement; where management’s expectations are not met, highlight their root causes, where appropriate
To Prepare monthly pipeline cases for reporting purpose and focus list for New Business & Underwriting team that are critical for policy issuance.
Record all ad-hoc requests for end to end handling
Participate in regular team huddles and provide important updates (where applicable)
- Other responsibilities
Perform screening of submitted documents before they are registered via AWD for processing
Ensure proper filing and archival of all the documents received by the team
Handle appeals and garner responses from the New Business, Underwriting & Policy Servicing team; ensure documents received are processed promptly
Attend to queries relating to third party services and any other matters relating to policy issuance of servicing
Conduct enhanced due diligence checks, AML verifications prior to policy issuance and ensure contracts are issued upon receipt of premiums and required original documents
Follow up on outstanding requirements and any form of appeals pertaining to Operations matters
Review work process improvement to enhance effectiveness and efficiency
Assist in onboarding of new banks
Conduct Operations related trainings to Internal stakeholders, Financial Representatives and Partners
Any tasks delegated from time to time
Coordinate with internal stakeholders to provide accurate and timely information
Provide close follow-up for cases that required Legal & Compliance teams review
Required Qualifications: Diploma/Degree from a recognized institution/university
Minimum of 5 years of working experience, with approximately 3 years in the insurance industry
Highly service-oriented, organized, and adept at multitasking
Demonstrates strong communication skills (verbal, written, and presentation)
Flexible and capable of adapting in a fast-paced and evolving environment
Understanding of financial services and the requirements of sales professionals is advantageous
Front facing experience is an added advantage
When you join our team: We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
When you join our team: We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.