- Key Responsibilities:Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirementsEnsure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be requiredReviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client,Key Responsibilities:Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirementsEnsure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be requiredReviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client,
- ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and guResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
- Key Responsibilities:Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverablesAssist in gathering relevant information andKey Responsibilities:Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverablesAssist in gathering relevant information and
