Case Manager (HNW Insurance Broker)

The client is a HNW insurance broker firm.

Job Responsibilities

• Work closely with sales consultants to ensure timely submission of insurance applications.
• Coordinate with clients and sales consultants on outstanding documents to ensure timely case completion.
• Liaise with medical providers (including doctors and clinics) to obtain clients’ historical medical reports and required supporting documents.
• Involvement in preparation and consolidation of offer comparison tables for each case submission to support Sales Consultants in advising clients.
• Ensure all submissions comply with internal policies and insurers’ regulatory requirements, with complete and accurate documentation
• Prepare monthly performance and case status reports for assigned banking partners and external stakeholders.
• Generate insurance proposal illustrations and distribute them to Sales Consultants or banking partners ...