Case Manager

Reputable High Net Worth (HNW) Insurance Broker

• Assist the Consultants in sales support work
• Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
• Attend client's medical examinations or other client's meetings in Consultant's absence (face to face with clientele)
• Liaise with Bankers and clients for meetings, medical arrangements, new & ongoing application documentation and policy delivery
• Submission of application documentation to insurance companies
• Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
• Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence

You will be working alongside experienced Case Managers