Account Executive

Role Overview

• The Account Executive will be responsible for handling international medical insurance applications, underwriting coordination, broker communication, quotation support, policy onboarding, renewals, and day-to-day operational follow-up.
• Review new business applications for individual, family, and SME medical insurance policies.
• Check application forms, declarations, medical disclosures, supporting documents, age, BMI, occupation, country of residence, geographic coverage, and plan eligibility.
• Coordinate with the medical underwriting team for decisions such as acceptance, exclusions, loadings, deferrals, or additional requirements.
• Obtain underwriting approval from the Head of Underwriting for all cases before communicating the final decision or proceeding with policy issuance.
• Act as the main point of contact for assigned brokers and partners.
• Respond to broker queries in a professional, clear, and timely manner.
• Support brokers with quotations, plan options, benefit clarifications, application forms, payment requirements, and the onboarding process.
• Provide guidance on product rules such as geographic coverage, maternity waiting periods, newborn addition, payment frequency, and policy effective dates.
• Maintain strong broker relationships and ensure smooth service delivery.
• Coordinate with operations teams for policy issuance, payment allocation, welcome kit release, membership cards, and portal access.
• Follow up on pending documents, signatures, payment forms, and missing information.
• Support renewals, corrections, endorsements, cancellations, and broker-of-record requests.

Requirements

• Minimum 3–5 years of experience in medical insurance, underwriting, policy administration, or broker servicing.
• Good understanding of international private medical insurance products.
• Experience in handling brokers, agents, or corporate clients.
• Knowledge of medical underwriting requirements, exclusions, loadings, and policy terms.
• Strong written and verbal communication skills in English.
• Ability to write clear, polite, and professional emails.
• Good attention to detail and ability to manage multiple cases at the same time.
• Strong coordination skills with internal and external stakeholders.
• Comfortable using CRM systems, insurance portals, Excel, Outlook, and reporting tools.

Benefits

• Health insurance
• Professional development opportunities