Manager New Business

Howden • Full-time • Hong Kong - 24/F Henley Building, Hong Kong • 4w ago

Job Responsibilities

Provide all administrative support to Sales Consultants
Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter
Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process
Assist with arrangement of all medical exams / re-tests / additional tests
Attend medical examination with clients and collection of clients’ data (when necessary)
Ensure information and application documentation are complete, accurate and in order
Ensure adherence to all Compliance requirements
Maintain good record keeping of each application
Update progress on pending case report and inforce list
Provide accurate and timely reports to Bank Partners & Management
Assist on clients’ travel and medical reimbursements