On site
Full Time
Job Description
Provide support to supervisors and Banca Desk
Invoicing of claims that are related to the case (Medical, Expenses, Wills & Trust, MDA,
etc)
•
Support on all sales quotations, yield comparison table, preparation of paperwork and
administration for all IS
•
• Handle pre and post servicing by the SCA, IS and insurers
• Maintain and update the shared and Banca folder
• Maintain and ensure all product training modules are up to date
• Update of campaigns
To develop tracking for the annual reviews of existing policies and preparation of
statements, materials for review to be forwarded to clients
•
• Maintain sales, revenue and pipelines dashboard
• Presentation slides creation and data compilation
• General administration and ad hoc matters
Case management – Underwriting
Ensure the smooth progression of cases from medical booking to inception by working
closely with IS and insurer
•
Source for and liaise with medical facility in Singapore and offshore for the approval for
use by the insurer
•
• Follow up and negotiate with the insurer to obtain a better offer for the case
• Track and provide update on cases
Additional Requirements
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Job posting URL: https://singapore.job-q.com/jobs/detail/business-operation-and-case-manager
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