Opportunity Description
(Job ID: ) Job Summary: Join us as a Case Manager and play a pivotal role in delivering seamless, end-to-end insurance solutions for high-net-worth clients. You will serve as the critical link between insurers and sales consultants,
managing the full lifecycle of insurance applications
with precision and professionalism. This is an excellent opportunity for an experienced insurance professional to grow within a dynamic and client-focused organisation. Responsibilities: Act as the primary liaison between insurers and sales consultants, ensuring smooth coordination of all case matters. Manage end-to-end processing of insurance applications and documentation. Generate product highlights, quotations, and insurer illustrations for sales meetings. Provide new business and after-sales support to sales consultants. Maintain accurate documentation and ensure proper filing within internal CRM systems. Coordinate pre-submission tasks, including medical appointment bookings, KYC documentati...
managing the full lifecycle of insurance applications
with precision and professionalism. This is an excellent opportunity for an experienced insurance professional to grow within a dynamic and client-focused organisation. Responsibilities: Act as the primary liaison between insurers and sales consultants, ensuring smooth coordination of all case matters. Manage end-to-end processing of insurance applications and documentation. Generate product highlights, quotations, and insurer illustrations for sales meetings. Provide new business and after-sales support to sales consultants. Maintain accurate documentation and ensure proper filing within internal CRM systems. Coordinate pre-submission tasks, including medical appointment bookings, KYC documentati...
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