Admin Support (Insurance, Bank)

Perform insurance case manager role in the high net worth space which includes:

1. Prepare policy illustration and client presentation materials for insurance specialist (English, Simplified/Traditional Chinese).
2. Supporting Insurance Specialist with both new business and policy servicing transactions which include but are not limited to arranging medicals with clinics, submitting supporting documents to insurer, submitting payment advice, and liaising with internal and external stakeholders to move the different transactions.
3. Prepare policy review packs for incepted policies.
4. Administrative duties like printing of documents, binding of documents, and arranging local and overseas courier services.
5. Provide cross support to Wealth Planning trust admin matters where required.

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).