Roles & Responsibilities Jobs Responsibilities
- Provide administrative support for HNW case submission
- Track and report application status.
- Ensure accurate data capture and timely update to our systems.
- Ensure that all documents are correctly archived and scanned to maintain proper records.
- Perform compliance and quality assurance by supporting name screening clearance and customer due diligence checks.
- Act as the point of contact for distribution partners
- Handle enquiries from distributors and their case managers and escalate complex enquiries to case managers or underwriters.
- Coordinate with medical facilities for medical examination appointment or receipt of medical reports.
- Preparation and arrangement of delivery of policy documents.
Job Requirements
- Min.
3-5 years of experience in HNW case management
Application Procedures
Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R )
Recruit Express Pte Ltd (EA No. 99C4599)
We regret that only shortlisted candidates will be notified.
Tell employers what skills you have High Net Worth Individuals
Case Management Services
office insurance
Due Diligence
Quality Assurance
Case Management System
Compliance
Insurance Claims
Administrative Support
Case Management
Screening
Insurance policy
Insurance
Insurance Portal