Client Relationship Manager
Current• Provide dedicated client support through timely updates, reminders, and responsive handling of inquiries.• Facilitate seamless communication with AIA for policy underwriting, claims processing, and resolution of client queries.• Efficiently submit claims on behalf of clients, ensuring accuracy and adherence to procedures.• Coordinate health screenings with clinics and obtain medical reports for insurance underwriting purposes.• Manage client administrative tasks using Excel… Show more • Provide dedicated client support through timely updates, reminders, and responsive handling of inquiries.• Facilitate seamless communication with AIA for policy underwriting, claims processing, and resolution of client queries.• Efficiently submit claims on behalf of clients, ensuring accuracy and adherence to procedures.• Coordinate health screenings with clinics and obtain medical reports for insurance underwriting purposes.• Manage client administrative tasks using Excel, ensuring meticulous organization and data accuracy. Show less