Insurance Operations / Client Support Executive

Role: Insurance Operations / Client Support Executive Job Description Responsibilities: 1. Preparation of policy illustrations and client presentation materials for insurance specialists 2. Provide support to Insurance Specialists for new business and policy servicing transactions. This includes, but is not limited to, coordinating medical appointments with clinics, submitting required documentation to insurers, processing payment advice, and engaging with internal and external stakeholders to advance various transactions 3. Preparation of policy review packages for incepted policies 4. Execute administrative tasks, including document printing, binding, and the arrangement of local and international courier services 5. Offer cross-support for Wealth Planning trust administration as needed. Requirements: 1. Minimum of 3 years' relevant experience within Bancassurance or Insurance Brokerage environments 2. Strong interpersonal skills with the ability to communicate effectively with diver...