Case Management

We will count on you to:

Assist the sales team with sales development and implementation in achieving their business objectives

Submit/ liaise applications with insurers

Assist in proper documentation and maintenance of each application

Familiar with insurance product/ services and banks’ credit procedure

Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client’s reimbursement

Handle enquiries from internal and external customers

Participate in internal & external continuous training/ learning programs

Participate in general improvement of internal process

What you need to have:

Diploma/ Bachelor degree or equivalent with at least 3-4 years’ experience preferably in the banking/ insurance industry 

Proficient in Microsoft Office

Performance driven and results focused

A team player that possess good interpersonal skills with excellent communication and negotiation proficiencies.

Fluent in verbal and written English. Proficiency in Mandarin will be an advantage