Case Manager (UHNW Insurance Broker) Job at MORGAN MCKINLEY PTE. LTD., West Islip, NY

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  • MORGAN MCKINLEY PTE. LTD.
  • West Islip, NY

Job Description

The client is an insurance broker firm that partners with private banks to provide wealth management solutions to UHNW individuals. They are seeking to expand their sales support team to provide greater support to their expanding sales team. Job Description Maintain service standards to develop and improve customer satisfaction and retention. Ensure that all customer requests are handled in a timely and consistent manner. Ensure that all transactions adhere to regulatory, compliance, and internal audit requirements. Support the sales team in providing excellent service to high-net-worth clients to achieve client retention. Collaborate with customers, Business Support, and service providers to ensure timely transaction processing and service delivery of customers’ requirements and inquiries. Experience & Skills Required Minimum diploma required. Good effective communication skills. Analytical and logical thinking. Only shortlisted candidates will be responded to. If you do not receive a response within 14 days, please accept this as notification that you have not been shortlisted. Morgan Mckinley Pte Ltd Claudia EA Licence No: 11C5502 EAP Registration No: R2199597 #J-18808-Ljbffr MORGAN MCKINLEY PTE. LTD.

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