Perform insurance case manager role in the high net worth space which includes:

Prepare policy illustration and client presentation materials for insurance specialist

Supporting Insurance Specialist with both new business and policy servicing transactions which include but not limiting to arranging medicals with clinics, submit supporting document to insurer, submit payment advice, liaising with internal and external stakeholders to move the different transactions, etc

Prepare policy review packs for incepted policies

Administrative duties like printing of documents, binding of documents, arranging local and overseas courier services

Provide cross support to Wealth Planning trust admin matters where required

Profile/Qualifications

Experience in insurance will be preferred.

Detailed, meticulous and good with administration work

Good interpersonal skills to manage relationships with internal stakeholders

Junior employee candidates with minimal to no experiences can apply too

Next Step

Send your resume to jayden.tan@adecco.com

All shortlisted candidates will be contacted