Insurance HNW - New Business Case Manager / Sales Support Manager
7 months ago
We are one of world's leading life insurance brokers in the field of Private Placement Life Insurance (PPLI) with our headquarters in Switzerland seek.....
We are one of world's leading life insurance brokers in the field of Private Placement Life Insurance (PPLI) with our headquarters in Switzerland seeking high performing candidates to grow with us in Asia. In our dynamic team you will be encouraged, challenged, and empowered to be your best self. We would like to thrive with you to provide excellent services to our clients and partners around the world.
Responsibilities & Tasks
- Support Sales Partners to provide customized insurance-based solutions to High Net Worth (HNW) clients
- Provide end-to-end case management support and ensure efficient execution of insurance applications and liaison with insurance carriers and business partners internationally
- Prepare illustrations and product comparisons for client presentations
- Arrange medical examinations and ensure fulfillment of underwriting requirements
- Provide after sales policy services support
- Participate in improvement of internal processes and ad-hoc assignment or projects when required
Requirements
- Bachelor Degree holder, preferably in any business related disciplines
- Minimum 3+ years of relevant working experience in insurance administration support/ client servicing/ sales operations in an insurance company and/or brokerage
- Client centric with excellent communication skills in English and preferably in Chinese
- Flexible, detail-minded with distinctive service mindset
- Ability to work independently and proactively
- Ability to multitask and work in fast-paced environment
- Willingness and ability to share and impart knowledge & skills to team members
- Resilient, flexible & ready to go the extra mile
What we offer
- A challenging and demanding work environment in a dynamic, success-oriented team
- Attractive Renumeration package
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