An insurance broker is looking to hire a middle to senior level Case Manager with solid experience in premium financing product in insurance brokerage. Candidates with the experience in serving MCVs or HMW clients is preferred. Professional proficiency in Mandarin is required.
Responsibilities
- Manage a portfolio of life and general insurance customers, serving as a primary contact point for all their insurance-related needs
- Provide end-to-end, one-stop service throughout the entire process from application submission to policy issuance
- Follow up closely with insurers on underwriting processes, policy renewals, claims applications and other after-sales services, acting as a bridge between customers and insurers
- Negotiate terms and conditions with customers, prepare insurance quotations, address inquiries and follow up on policy renewals
- Collaborate with sales team to prepare client presentations, illustrations and product comparisons, and providing support during the sales process.
- Deliver high quality services to customers especially for MCVs, ensuring alignment with business strategies and compliance with regulatory standards and requirements
- Address and resolve customer complaints promptly and professionally, adhering to company policies and prioritizing customer satisfaction
- Maintain accurate and well-documented records of policy applications to ensure proper documentation and compliance
- Perform other ad-hoc duties as assigned