CPME Consulting

New Business Consultant

Posted: 2 minutes ago

Job Description

We are seeking an experienced professional with a strong background in managing HNI/UHNI clients (High Value Life Insurance clients). The ideal candidate should have a solid understanding of multiple lines of insurance—including medical, general, and life—and prior experience within the HNI/UHNI client segment. Knowledge of DIFC regulations will be considered a strong advantage. Should have strong communication skills and technical knowledge. Candidates should have 5–8+ years of relevant experience, along with strong educational qualifications and industry certifications. Key ResponsibilitiesNew BusinessPrepare illustrations and explain product offerings, guiding advisors/clients on suitable plan options.Coordinate and arrange medical examinations for clients.Liaise with medical centers to schedule appointments and obtain medical reports.Provide complete application sets and supplementary forms.Support Advisors/Relationship Managers in completing application forms and required documentation.Conduct product and process training for Associates.Back-Office SupportEnsure accurate uploading of new business application documents on internal portals.Prepare and maintain business reports.Submit complete applications to insurance carriers.Coordinate with providers until final offers are issued.Communicate with Advisors on outstanding requirements and follow up on premium completion.Procure and upload policy documents, and prepare cover letters for Advisor handover.Salary Range: AED 7,000 – AED9,000

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