You will play an important role in helping to achieve our vision.
We are looking for committed individuals to take up the challenge and join us in our mission to provide quality and professional services, implement stable and sound risk management, cultivate a harmonious & interactive corporate culture and contribute to society.
Posted on 08 Jul 2019Full Time
New Business Operations, Assistant Manager (High Networth business)
Coordinate and follow through on pre-sales activities. This also includes liaising with relevant internal stakeholders on legal and compliance reviews relating to HNW document templates from the IBs and complex collateral assignment matters.
Ensure new business applications from HNW customers are processed accurately and efficiently within the stipulated service standards and adhere to company guidelines and regulatory requirements.
Provide guidance to team members by sharing knowledge on HNW operational aspect and motivate the team members to work together as one.
Ensure timely follow up and processing of new business applications and accuracy in policy contract issuance for HNW customers.
Actively monitor the new business submission volume to ensure that there is no backlog in New Business HNW operations.
Maintain and update Operations Manual to ensure proper documentation of new business processes in HNW operations.
Manage enquiries / complaints and perform service recovery when necessary.
Identify inefficient process and escalate to Head of New Business for assessment and improvement.
Support launch of new product in terms of new business processing and conduct training for current and new staff in new business processing for HNW operations.
Develop and maintain excellent relationships with internal stakeholders, intermediaries and distribution channels.
Any other project/work assigned by the company
Diploma or Degree equivalent, having insurance certifications/qualifications will be an advantage.
Min 3 to 5 years of relevant experience in high net worth operations.
Possess insurance knowledge including life insurance product, underwriting concepts, business and regulatory practices, and processing.
Meticulous and self-motivated with initiative.
Customer centric and a team player with good interpersonal and communication skills