Manager, Agency Development (Case Management)

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Job Descriptions:

• Assist client to complete the insurance policy application
• Follow up with client on outstanding underwriting requirement, both medical related and financial related questions
• Provide after sales services including policy service, claims follow up, premium collection, and policy review etc
• Coordinating and provide follow up actions directly to insurance sales on NB pending cases on a timely and effectively manner with client centricity.
• Communicate on daily basis with insurance sales and PRU internal stakeholder to expedite the underwriting process.
• Schedule insurance medical exams, send reminders and follow up to ensure successful completion
• General underwriting & H&P case management, negotiate with underwriters for best possible risk classification
• Consistently and effectively update case information to all key stakeholders including regular MI development & monitoring
• Provide training, regular cases sharing to frontlines to uplift the issue rate

Job Requirements:

• Obtain 5 – 8 years of case management experience
• Must have a complete understanding of how to process new business applications for Life insurance
• Good knowledge of insurance sales
• General medical knowledge (ability to read Attending Physician Statement)
• Strong interpersonal and communication skills (written and verbal)
• Strong problem solving and negotiation skills
• Strong in customer services and highly detail-oriented
• Ability to work under pressure, multi-tasking, and time coordination to cater for ad hoc request
• Proficient in Word, Excel and Power Point
• Demonstrated with good professional presentation skills
• Excellent command of English and Chinese (written and spoken)

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.