High Net Worth Case Manager, Sales Operations

WaterDrop Inc. • Full-time • Singapore, SG • 2w ago

Key Responsibilities

End-to-end case management. 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 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.
Develop and maintain excellent relationships with internal stakeholders, insurers and distribution channels.
Liaise with underwriters and medical facilities in obtaining complete Attending Physician Statements and medical reports.
Any other project/work assigned by the company

Key Requirements

Minimum 2-3 years of sales & management experience in the finance industry, preferably life insurance
Certified in relevant modules (M5, M5A, M8, M8A, M9, M9A, HI)
Preference for candidates with experience in the Offshore market
Good technical knowledge of high net worth (HNW) insurance, investment and wealth management products and services
Effective problem solving, presentation, influencing and negotiation skills.
Strong competency in Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills combined with a results-oriented, positive, can-do attitude
Broad understanding of compliance issues related to local legislation and understands industry trends and governmental regulations.
Ability to travel overseas arising from a business need

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