Case Manager (UHNW Insurance Broker)

Roles & Responsibilities

The client is an insurance broker firm that partners with private banks to provide wealth management solutions to the UHNW individuals. They are seeking to expand their sales support team so provide greater support to their expanding sales team.

Job Description

• Maintain service standards to develop and improve customer satisfaction and retention
• Ensure that all customer requests are handled in a timely and consistent manner
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Support sales team to provide excellent service to high net-worth clients to achieve client retention
• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers’ requirements and enquieries

Experience & Skills required

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No : 11C5502

EAP Registration No : R2199597

Tell employers what skills you have

Product Knowledge

Customer Retention

Account Management

Customer Support

Interpersonal Skills

Customer Engagement

Administration

Active Listener

Adaptability

Sales Operations

Attention to Detail

Communication Skills

Administrative Support

Presentation Skills

Team Player