The incumbent will be responsible for the case management of pre/post sale service transactions. Supports Operations to ensure a smooth, timely, and positive service experience for the Financial representatives and clients for new submissions and existing policies.
Position Responsibilities - End-to-End Case Management – Oversee service aspects throughout the case lifecycle (pre- and post-sale).
- Pre-sale – Liaise with Financial Representatives, Business Development Managers, New Business & Underwriting, Legal & Compliance teams to gather required documents and underwriting requirements, and provide proactive status updates.
- Post-sale – Liaise with Distribution Partners, Policy Services, Product & Pricing teams, Client Services and Claims teams on inforce policy requests, including changes, illustrations, claims and other post-sale transactions; provide clear information for one-touch resolution and proactive status upda...