This is a leading provider of insurance-based wealth and employee benefits solutions that are currently looking for a Case Specialist to join their team.
In this role, you will manage new business submissions, post-sales requests, and customer inquiries, ensuring compliance and maintaining excellent service standards.
Key Responsibilities:
- Process new business submissions, including data input and document collection.
- Handle post-sales requests, ensuring timely processing and compliance.
- Manage and build relationships with partners for new and after-sales business.
- Oversee SG MAS regulated products, including PPLI & VUL.
- Attend to all internal and external inquiries.
- Process policy servicing requests such as top-ups, alterations, and surrenders.
- Conduct security calls and generate various valuations and reports.
- Check incoming payments on HSBC/Bankline and update the SG log.
- Coordinate with stakeholders, including Head Office, on case assessments.
- Participate in continuous improvement activities.
- Ensure operational efficiency and compliance with company policies and regulations.
Requirements:
- Strong customer service orientation.
- Excellent problem-solving and critical thinking skills.
- Ability to work independently and as part of a team.
- Meticulous, results-oriented, and knowledgeable about market practices.
- Familiarity with relevant laws, rules, and regulations.
Apply now and take the next step in your career and become an integral part of the dynamic team.
(EA: 94C3609/ R23114633)
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