The incumbent will be responsible for the case management of pre/post sale service transactions. The Case Manager supports Operations to ensure a smooth, timely, and positive service experience for the financial representatives and clients on new and existing policies

REQUIRED QUALIFICATIONS:

• Diploma/Degree from any recognized institution/university
• Minimum 5 years working experience; with around 3 years insurance industry experience
• Highly service-oriented, organized, and able to multi-task
• Strong communication skills (verbal, written and presentation)
• Flexible and able to adapt in a fast-paced and changing environment

• Perform screening of submitted documents before they are registered via AWD for processing
• For Retail Business:
• – Checking for completeness includes submitted documents that are presented at the Advisor Centre
• Ensure proper filing and archival of all the documents received by the team
• Handle appeals and garner responses from the New Business, Underwriting & Policy Servicing team; ensure documents received are processed promptly
• Attend to queries relating to third party services and any other matters relating to policy issuance of servicing
• Conduct enhanced due diligence checks, AML verifications prior to policy issuance and ensure contracts are issued upon receipt of premiums and required original documents
• Follow up on outstanding requirements and any form of appeals pertaining to Operations matters
• Review work process improvement to enhance effectiveness and efficiency
• Assist in onboarding of new banks
• Conduct Operations related trainings to Internal stakeholders, Financial Representatives and Partners
• Any tasks delegated from time to time