Deskripsi Pekerjaan
Are you a highly organized and detail-oriented professional with a strong understanding of the financial services landscape, particularly in private wealth and insurance? Trust Recruit is partnering with a leading financial institution in Kuala Lumpur to find a dynamic Executive, Case Management to join their esteemed team. This crucial role focuses on managing the intricate workflow of insurance applications for high-net-worth individuals and corporate clients, ensuring a smooth and efficient process from initial submission to policy issuance.
As an Executive in Case Management, you will be the central point of contact, orchestrating communication and activities between various stakeholders including financial advisors, clients, insurance providers, and internal departments. Your responsibilities will span the entire application lifecycle, demanding meticulous attention to detail, proactive problem-solving, and adherence to stringent compliance standards. You will be instrumental in handling documentation, resolving queries, and driving cases forward, ultimately contributing to an exceptional client experience and operational excellence.
This position offers a unique opportunity to apply your expertise in a sophisticated environment, dealing with complex insurance products tailored for private wealth management. If you possess a proven track record in case management, operations, or client servicing within the banking, financial, or insurance sectors, and are driven by a commitment to efficiency and client satisfaction, we encourage you to apply. Join a forward-thinking team where your contributions are valued, and your professional growth is supported.
Tanggung Jawab
- Manage the end-to-end workflow of insurance applications for private wealth clients, ensuring accuracy and timely processing.
- Act as a primary liaison between clients, financial advisors, insurance companies, and internal departments to facilitate seamless communication and coordination.
- Conduct thorough reviews of application documents, ensuring completeness, compliance with regulatory requirements, and internal policies.
- Proactively follow up on pending items, resolve discrepancies, and address queries from all stakeholders to expedite case progression.
- Maintain comprehensive and up-to-date case files, records, and client information in accordance with company standards.
- Identify and recommend process improvements to enhance operational efficiency and client satisfaction within the case management function.
- Prepare regular status reports and provide updates to advisors and clients on the progress of their applications.
Kualifikasi
- Bachelor's degree in Business Administration, Finance, Banking, Insurance, or a related field.
- Minimum of 2-4 years of experience in case management, operations, or client servicing within the financial services, insurance, or private wealth management sector.
- Strong understanding of insurance products, application processes, and regulatory requirements (e.g., AML/CFT guidelines).
- Excellent communication, interpersonal, and stakeholder management skills, with the ability to build rapport with diverse individuals.
- Proven ability to manage multiple cases simultaneously, prioritize tasks, and work effectively under pressure to meet deadlines.
- High level of attention to detail, accuracy, and a proactive approach to problem-solving.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfortable with financial services software/CRM systems.