Associate - High Net Worth Client Management at Great Eastern Life Assurance Co Ltd

Cuenca, Azuay, Ecuador -

Full Time

Start Date

Immediate

Expiry Date

21 May, 26

Salary

0.0

Posted On

20 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Case Management, Client Management, High Net Worth, Financing Submissions, Underwriting Process, Interpersonal Skills, Communication Skills, Problem Solving, Business Acumen, Analytical Skills, Risk Management, Compliance, Reporting, Stakeholder Liaison, Accountability, Initiative

Industry

Insurance

Description

You are required to provide case management of High Net Worth (HNW) cases for all channels (Agency, Financial Advisers, Bancassurance, Brokers), including the fulfilment process for Agency financing submissions. · Prelim submissions: Co-ordinate prelim enquiry submissions and ensure fast turnaround for requirement gathering. · Formal submissions: Co-ordinate submission of formal applications, ensuring completeness of submission documentation & receipt of the hardcopy proposal pack. · Provide timely updates re Letter of Conditional Acceptance (LCA) and Standard Letter of Query (SLQ). · Handle queries related to submitted preliminary and formal cases. · Provide regular & timely pending cases update to the distribution platform (BDMs and Distribution Reps). · Facilitate premium financing applications as part of case management. · Track and maintain agreed Turnaround times for all HNW submissions and financing applications. · Preparation of regular reports on financing submissions and Cash Surrender Values (CSVs) for all financing partners. · Familiarise with the underwriting process. · Any other tasks and duties assigned by the Team Lead or Head of Department. · Provide critical liaison and build strong business relationship between NBU and distribution channels. · Support department Business Continuity Management activities and meet Compliance requirements for business continuity planning · Coordinate and liaise with internal stakeholders on Audit/ Compliance Reporting. · Update, maintain and organize HNW Client Management Standard Operating Procedures (SOPs). · Ensure all department KPIs are achieved. · Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks. · Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company. · Highlights any potential concerns /risks and proactively shares best risk management practices · 1 to 2 years of relevant case management experience in the insurance sector. · Excellent interpersonal and communication skills. · Problem solving skills and business acumen. · Degree with at 1 to 2 years’ experience in HNW Case management. · Non-degree holders who have relevant experience may be considered. · Good team player with strong analytical skills & ability to work under pressure. · Good interpersonal and communication skills. · High level of integrity, take accountability of work and good attitude over teamwork. · Take initiative to improve current state of things and adaptable to embrace new changes.

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Responsibilities

The role involves managing High Net Worth (HNW) cases across all distribution channels, coordinating preliminary and formal application submissions, and facilitating premium financing applications while tracking turnaround times. Key duties also include providing case updates, preparing reports, liaising with internal stakeholders, and ensuring department KPIs and compliance requirements are met.