The Role
Supports Sales Consultants throughout the life insurance case management process, from quotation and application through policy inception and post-inception administration. Coordinates with bankers, trustees, carriers, clients, and medical providers; arranges examinations; verifies documentation and compliance; maintains records; prepares case and management reports; and assists with client travel and medical reimbursements.
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 qualification
- Professional insurance qualifications
- At least 3 years of relevant work experience
- Knowledge of life insurance
- Proficiency in Microsoft Office
- Strong organizational and communication skills
- Ability to multitask
- Strong problem-solving skills
- Strong interpersonal and teamwork 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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