Responsibilities
Assist the Consultants in sales support work
Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
Attend clients medical examinations or other clients meetings in Consultants absence (face to face with clientele)
Liaise with Bankers and clients for meetings, medical arrangements, new & ongoing application documentation and policy delivery
Submission of application documentation to insurance companies
Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence
Manage and bring all the cases under care into completion (includes follow-up/ negotiation with insurers/ underwriters)
Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews
Work closely with Illustration and Inforce Team on a day to day basis on new and existing policies
Prepare specific clients power point presentation and product comparison for clients meeting
Requirements
Degree holder in any discipline
Good people / relationship skill with Clients, Bankers and Consultants
Ability to multi-task and work under extreme deadlines
Good functional and technical knowledge and skills to do the job at a high level of accomplishment
Good interpersonal skill and working closely with Consultants and colleagues to improve inception ratio
Able to build appropriate rapport & use diplomacy and tact
Highly organized and proactive in following up cases and also daily work
Effectively cope with changes
Min 3-5 years of customer service and / or relationship management experience with HNW clients preferably in insurance or banking industry
