Job Descriptions:

• Assist client to complete the insurance policy application
• Follow up with client on outstanding underwriting requirement, both medical related and financial related questions
• Provide after sales services including policy service, claims follow up, premium collection, and policy review etc
• Coordinating and provide follow up actions directly to insurance sales on NB pending cases on a timely and effectively manner with client centricity.
• Communicate on daily basis with insurance sales and PRU internal stakeholder to expedite the underwriting process.
• Schedule insurance medical exams, send reminders and follow up to ensure successful completion
• General underwriting & H&P case management, negotiate with underwriters for best possible risk classification
• Consistently and effectively update case information to all key stakeholders including regular MI development & monitoring
• Provide training, regular cases sharing to frontlines to uplift the issue rate

• Obtain 5 – 8 years of case management experience
• Must have a complete understanding of how to process new business applications for Life insurance
• Good knowledge of insurance sales
• General medical knowledge (ability to read Attending Physician Statement)
• Strong interpersonal and communication skills (written and verbal)
• Strong problem solving and negotiation skills
• Strong in customer services and highly detail-oriented
• Ability to work under pressure, multi-tasking, and time coordination to cater for ad hoc request
• Proficient in Word, Excel and Power Point
• Demonstrated with good professional presentation skills
• Excellent command of English and Chinese (written and spoken)