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 applicationFollow up with client on outstanding underwriting requirement, both medical related and financial related questionsProvide after sales services including policy service, claims follow up, premium collection, and policy review etcCoordinating 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 completionGeneral underwriting & H&P case management, negotiate with underwriters for best possible risk classificationConsistently and effectively update case information to all key stakeholders including regular MI development & monitoringProvide training, regular cases sharing to frontlines to uplift the issue rateJob Requirements:
Obtain 5 – 8 years of case management experienceMust have a complete understanding of how to process new business applications for Life insuranceGood knowledge of insurance salesGeneral medical knowledge (ability to read Attending Physician Statement)Strong interpersonal and communication skills (written and verbal)Strong problem solving and negotiation skillsStrong in customer services and highly detail-orientedAbility to work under pressure, multi-tasking, and time coordination to cater for ad hoc requestProficient in Word, Excel and Power PointDemonstrated with good professional presentation skillsExcellent command of English and Chinese (written and spoken)