Manager New Business

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 Job Requirements • Degree holder, preferably with professional insurance qualifications • Minimum 3 years of relevant work experience, with knowledge in life insurance • Proficient in Microsoft Office • Strong organisational and communication skills • Ability to multi-task, strong organizational and problem solving skills • Team player and strong interpersonal skills