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Assistant Relationship Manager / Case Manager - (HNW Insurance Broker)

Non-disclosed Singapore
Posted 4 days ago Permanent Competitive

Responsibilities:

  • Assist the sales team with sales development & client management 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 or Insurer's due diligence 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

Requirements:

  • Diploma/ Bachelor’s degree or equivalent with at least 3-4 years' experience preferably in a ARM role in the Private Bank / Mass Affluent space or Case Manager in the Insurer or Insurance Broker space.
  • Proficient in Microsoft Office
  • Performance driven and results focused
  • A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.

EA License Number: 23C1935 | EA Personnel Number: R1551292

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