Job Description
. 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 arrangement, 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 documentation are complete, aligned and satisfied with internal & insurance company compliance and due diligence. . Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters) . Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews . Work closely with Illustr...