New Business Executive

Your Role

▪ Facilitates from enquiry to enforcing of all potential and new applications for life insurance arising from all distribution channels.

▪ Conduct due diligence assessment and cross border checks on applications

▪ Issuance of medical memo upon request from all Distribution channels

▪ Check all forms and documents for completeness and correctness before sending case directly to Underwriter/Reinsurer

▪ Coordinate requirements and decisions from the Underwriter/Reinsurer/Compliance and communicate to intermediaries.

▪ Liaise directly with Intermediaries and coordinate requirements for the applications.

▪ Assist to answer enquiries from customers and intermediaries promptly.

▪ Provide service and assistance within expected turnaround times.

▪ Closely monitor the progress of applications submitted and keep records of all enquiries and applications.

▪ Prepare statistics on new business activities for weekly reporting.

▪ Have sufficient knowledge of products, processes and requirements.

▪ Gathers information and feedback from intermediaries in terms of underwriting and case processing to ensure competitiveness.

Your Profile

▪ Minimum Diploma holder, Degree holder is preferred.

▪ At least 2 years of working experience in a similar industry. Those with life insurance experience preferred.

▪ Able to communicate fluently and effectively in written and verbal communication

▪ Computer literate with proficient in MS Office applications

▪ Proactive with a willingness to master all internal systems

▪ Meticulous and able to ensure accuracy in the information provided to intermediaries and clients

▪ An independent and responsible team player with the initiative to constantly provide inputs to improve operational effectiveness

▪ Pleasant and outgoing disposition, with good attitude and commitment who is able to comply with internal procedures

▪ Excellent customer service skills with an ability to understand customer needs when making decisions