case manager
Randstad
- Singapore
- Permanent
- Full-time
- Prepare highlights, quotes, and insurer's illustrations for sales consultants' meetings.
- Provide comprehensive support for new business sales and after-sales policy services for sales consultants.
- Ensure compliance with internal processes and maintain accurate documentation in our CRM system.
- Coordinate pre-case submission tasks, including medical bookings, KYC document preparation, and insurer's application forms.
- Manage new business case submissions to various insurers, collaborating closely with sales consultants from application to policy inception.
- Handle monthly reporting for banking purposes.
- Address inquiries from both internal and external stakeholders promptly and efficiently.
- Perform additional ad-hoc duties as assigned by the immediate supervisor within the Sales Operations Department.
- 2-3 years experience in insurance industry.
- Proficiency in software for insurer's illustrations.
- Strong understanding of underwriting requirements for efficient case submissions.
- Excellent communication skills.
- Prepare highlights, quotes, and insurer's illustrations for sales consultants' meetings.
- Provide comprehensive support for new business sales and after-sales policy services for sales consultants.
- Ensure compliance with internal processes and maintain accurate documentation in our CRM system.
- Coordinate pre-case submission tasks, including medical bookings, KYC document preparation, and insurer's application forms.
- Manage new business case submissions to various insurers, collaborating closely with sales consultants from application to policy inception.
- Handle monthly reporting for banking purposes.
- Address inquiries from both internal and external stakeholders promptly and efficiently.
- Perform additional ad-hoc duties as assigned by the immediate supervisor within the Sales Operations Department.
- 2-3 years experience in insurance industry.
- Proficiency in software for insurer's illustrations.
- Strong understanding of underwriting requirements for efficient case submissions.
- Excellent communication skills.