Deskripsi Pekerjaan

Available Admin Roles: New Business Support (Hong Kong) - must be able to speak and write Cantonese. New Business Support (Singapore) Policy Illustration & Support – Preferably extroverted fresh graduates, mandarin-speaker Policy Administration (Backend) – Must be able to communicate in English. Manage Taiwan, China, Dubai, US, and Switzerland. New Business Support (presales) Job Description: Work with New Business team to arrange medical booking, documentation preparation and information transposal to documentation. Support New Business team and Consultants with meeting/medical arrangements, new and ongoing application documentation and policy delivery Submission of application documentation to insurance companies Ensure that the sales operations process is adhered, update system on the pipeline and ensure that the necessary activities & documentation including sales meeting logs are updated in the systems Ensure client documentations are complete, aligned and satisfied with internal and insurance company compliance and due diligence Manage and bring all the cases under care into completion (includes prompt follow-up / negotiation with insurers / underwriters) Prepare specific client's power point presentation and product comparison for client's meeting. Policy Illustration & Support Job Description: Ensure prompt preparation & delivery of premium notice to clients Ensure prompt preparation & delivery of policy annual review package to clients Ensure post annual review meetings/ status are updated in the system Obtain & update quarterly & annual cash values in the system Prepare specific client's presentation and policy comparison for client's meeting Communicate with several parties e.g. clients, bankers and insurers to ensure effective transfer of required data/documents