Case Management (Bancassurance, Non-Exclusive), Specialist
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Job Description
A Partnership Distribution Case Management Specialist acts as a critical link between channel heads and their distribution partners (such as banks or brokers), ensuring that new business applications move efficiently from submission to policy inception. The case management specialist supports channel heads in managing the end-to-end case management and operational journey for partnership distribution channels, ensuring seamless and timely execution of new business applications, with accurate capture in systems and regulatory compliance. This role focuses on maximizing the number of issued cases by facilitating communication between underwriters, advisors, and bank partners, enabling the team to focus on driving business growth.
What Youβll Be Doing Case Management- Manage end-to-end case lifecycle from submission to policy issuance
- Perform proactive follow-ups on pending cases to ensure timely closure
- Ensure com...