- Liaise closely with Sales Consultants in support of their business building initiative - Assist with medical exams/ retest and additional test arrangements - Ensure information and application documents are in order and maintain good record keeping of each application- Ensure application/ premium payment fulfills internal compliance guidelines - Familiar with product features, insurers application process, banks credit process - Work closely with sales consultants to… Show more - Liaise closely with Sales Consultants in support of their business building initiative - Assist with medical exams/ retest and additional test arrangements - Ensure information and application documents are in order and maintain good record keeping of each application- Ensure application/ premium payment fulfills internal compliance guidelines - Familiar with product features, insurers application process, banks credit process - Work closely with sales consultants to develop sales concept proposals to achieve client’s wealth accumulation/ legacy needs - Manage monthly bank reporting reports on pipelines and application status - Liaise with bankers/ banker assistant on documentations - Handle ownership transfers and other policy servicing needs Show less

- Liaise closely with Sales Consultants in support of their business building initiative - Assist with medical exams/ retest and additional test arrangements - Ensure information and application documents are in order and maintain good record keeping of each application- Ensure application/ premium payment fulfills internal compliance guidelines - Familiar with product features, insurers application process, banks credit process - Work closely with sales consultants to… Show more - Liaise closely with Sales Consultants in support of their business building initiative - Assist with medical exams/ retest and additional test arrangements - Ensure information and application documents are in order and maintain good record keeping of each application- Ensure application/ premium payment fulfills internal compliance guidelines - Familiar with product features, insurers application process, banks credit process - Work closely with sales consultants to develop sales concept proposals to achieve client’s wealth accumulation/ legacy needs - Manage monthly bank reporting reports on pipelines and application status - Liaise with bankers/ banker assistant on documentations - Handle ownership transfers and other policy servicing needs Show less

- Educate customers on policy year limits on their individual integrated medical plans and provide encouragement to recover claims from company’s insurance- Submission of claims settlements to respective group insurance companies for claims recovery- Para Planner for Principal Partner- Assisting Financial Director in the entire sales of Group and Life insurance- Submitting and appealing of claims for clients (Employee benefits, group dental, group medical)- Requesting for… Show more - Educate customers on policy year limits on their individual integrated medical plans and provide encouragement to recover claims from company’s insurance- Submission of claims settlements to respective group insurance companies for claims recovery- Para Planner for Principal Partner- Assisting Financial Director in the entire sales of Group and Life insurance- Submitting and appealing of claims for clients (Employee benefits, group dental, group medical)- Requesting for Employee Benefit insurance quotations from various insurers- Drawing benefits comparisons on excel spread sheet - Providing assistance to purchase travel insurance online for clients- Assisting clients on motor insurance renewal (sourcing of quotes and applying on their behalf) - Giving presentation to corporate clients on Employee Benefits Show less

- Explanation of claims recovery to policy holders with recent claims experience and financial advisors from various institutions- Administrative duties include escalating appeals via email to relevant departments- Educating general knowledge on policy benefits and premium calculations for potential clients and callers- Advice on claims settlement and review generally on claims discrepancy- Attend to enquiries from clients and financial advisors, effectively maintaining contact… Show more - Explanation of claims recovery to policy holders with recent claims experience and financial advisors from various institutions- Administrative duties include escalating appeals via email to relevant departments- Educating general knowledge on policy benefits and premium calculations for potential clients and callers- Advice on claims settlement and review generally on claims discrepancy- Attend to enquiries from clients and financial advisors, effectively maintaining contact centre's high level of accessibility Show less

- Build and maintain clientele base- Establish client’s financial objectives through fact find process- Analyse client’s information and evaluate their financial situation in relation to their objectives- Recommendation of appropriate insurance policies to meet client’s financial goals and insurance needs