The Role
Provide administrative and case-management support to Sales Consultants for life insurance applications, liaise with bankers, trustees, carriers and clients, arrange medical exams, ensure compliance and accurate documentation, maintain records and reports, process reimbursements, and perform ad-hoc tasks.
Summary Generated by Built In
Job Responsibilities
- Provide all administrative support to Sales Consultants
- Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter
- Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process
- Assist with arrangement of all medical exams / re-tests / additional tests
- Attend medical examination with clients and collection of clients’ data (when necessary)
- Ensure information and application documentation are complete, accurate and in order
- Ensure adherence to all Compliance requirements
- Maintain good record keeping of each application
- Update progress on pending case report and inforce list
- Provide accurate and timely reports to Bank Partners & Management
- Assist on clients’ travel and medical reimbursements
- Other ad-hoc tasks as and when required
- Degree holder, preferably with professional insurance qualifications
- Minimum 3 years of relevant work experience, with knowledge in life insurance
- Proficient in Microsoft Office
- Strong organisational and communication skills
- Ability to multi-task, strong organizational and problem solving skills
- Team player and strong interpersonal skills
Skills Required
- Degree holder
- Professional insurance qualifications
- Minimum 3 years relevant work experience with knowledge in life insurance
- Proficient in Microsoft Office
- Strong organisational skills
- Strong communication skills
- Ability to multi-task and problem solve
- Team player with strong interpersonal skills
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The Company
What We Do
Hyperion Group is a vertically integrated investor, developer, and operator of residential and mixed-use real estate with a focus on South Florida and New York. The firm utilizes its extensive financial, legal, and development expertise to identify unique opportunities, managing a portfolio of high-end residential units and mixed-use properties to deliver significant value to its investors and stakeholders.
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