Job description :
We are looking for a detail-oriented and proactive Case Manager to support the team in managing insurance applications, sales illustrations, and client engagement. This is a newly created role ideal for candidates eager to grow in a dynamic financial services environment. The role is based in Malaysia, KL.
- Prepare accurate sales illustrations and support documentation for business partners and sales consultants.
- Manage insurance applications, ensuring timely updates and proper documentation.
- Maintain accurate client and case information in the CRM system.
- Assist the team with case management, medical coordination, and presentations.
- Provide professional support to sales consultants and other team members as needed.
Qualifications :
Bachelors degree in Business, Finance, Insurance, or a related field.Prior experience with high-net-worth clients and complex cases is a plus.Strong understanding of insurance products, policy servicing, and compliance practices.Excellent communication, relationship-building, and multitasking skills.Proficiency in English and Mandarin is preferred.Open to candidates with some insurance operations experience; fresh graduates with relevant studies are welcome to applyWhy is This a Great Opportunity :
A great opportunity to build a strong foundation in the insurance industry, gain hands-on exposure in case management, and grow with experienced professionals in a reputable consultancy