Executive, Concierge

The incumbent will be responsible for the case management of pre/post sale service transactions. Supports Operations to ensure a smooth, timely, and positive service experience for the Financial representatives and clients for new submissions and existing policies Position Responsibilities: 1. End-to-End Case Management The Case Manager is responsible for overseeing the end-to-end service aspects throughout the case lifecycle (pre- and post-sale) Pre-sale: The Case Manager will mainly liaise with Financial Representatives to ensure that all necessary information is gathered, and the submission process is completed efficiently and accurately. This includes but is not limited to: • Gathering and verifying client data • Reviewing and processing new submissions • Coordinating with internal stakeholders for any required documentation or information • Providing timely updates to Financial Representatives on the status of their submissions Post-sale: The Case Manager will be responsible for ensuring that all post-sale service transactions are completed in a timely and efficient manner, including but not limited to: • Processing and resolving client inquiries and issues • Coordinating with internal stakeholders for any required documentation or information • Providing timely updates to Financial Representatives on the status of their clients' policies • Maintaining accurate records and reports of all case management activities